Plan Snapshot
- Plan Sponsor: Plan International Usa, INC.
- Sponsor EIN: 135661832
- Sponsor Address: 275 PROMENADE STREET, PROVIDENCE, RI, 029085754
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 184
- Total Assets: $22.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 184 | $22.5M | $0 | $0 |
| 2024 | 113 | $21.4M | $822,987 | $767,844 |
| 2023 | 111 | $20.0M | $801,629 | $802,478 |
| 2022 | 127 | $18.4M | $843,492 | $790,366 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CAPITAL WEALTH MANAGEMENT, INC | Investment Advisor | $30,983 | — | $30,983 |
| BENEFIT PLAN ADMIN SERVICES INC. | Recordkeeper | $29,070 | — | $29,070 |
| KAHN, LITWIN, RENZA & CO., LTD. | Auditor | $14,838 | — | $14,838 |
| GLOBAL RETIREMENT PARTNERS, LLC | Investment Advisor | $13,750 | — | $13,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,641
- Estimated Expense Ratio: 0.394% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $3,441,666 | $59,461 | $14,341 | $14,838 | — |
| 2024 | $122,743 | $80,385 | $28,858 | $13,500 | — |
| 2023 | $114,935 | $88,421 | $14,601 | $11,913 | — |
| 2022 | $114,011 | $86,428 | $15,733 | — | $11,850 |