Plan Snapshot
- Plan Sponsor: Public Broadcasting Service
- Sponsor EIN: 520899215
- Sponsor Address: 1225 SOUTH CLARK STREET, ARLINGTON, VA, 22202
- Plan Type: 403(b)
- Total Participants: 652
- Total Assets: $264.3M
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 | 652 | $264.3M | $6.0M | $7.0M |
| 2023 | 899 | $237.9M | $5.4M | $6.5M |
| 2022 | 585 | $217.9M | $4.6M | $5.7M |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | RECORDKEEPER | $56,524 | — | $56,524 |
| STRATEGIC ADVISORS | INVESTMENT ADVISORY | $9,793 | — | $9,793 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- STRATEGIC ADVISORS — INVESTMENT ADVISORY
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,317
- Estimated Expense Ratio: 0.025% 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 | $66,317 | $9,793 | — | — | — |
| 2023 | $17,859 | $1,138 | — | — | — |
| 2022 | $26,042 | — | — | — | — |