Plan Snapshot
- Plan Sponsor: Project Hope - The People-To-People Health Foundation, INC.
- Sponsor EIN: 530242962
- Sponsor Address: 1101 CONNECTICUT AVE, WASHINGTON, DC, 20036
- Plan Type: 403(b)
- Total Participants: 181
- Total Assets: $33.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 181 | $33.0M | $1.3M | $2.0M |
| 2023 | 192 | $29.2M | $1.3M | $1.9M |
| 2022 | 187 | $22.6M | $1.0M | $1.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $104,416 | — | $104,416 |
| RBC CAPITAL MARKETS LLC | INVESTMENT ADVISORY | — | $53,582 | $53,582 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC CAPITAL MARKETS LLC — INVESTMENT ADVISORY
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,998
- Estimated Expense Ratio: 0.479% 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 |
|---|---|---|---|---|---|
| 2024 | $104,416 | — | $104,416 | — | — |
| 2023 | $86,260 | — | $86,260 | — | — |
| 2022 | $74,158 | — | $74,158 | — | — |