# Public Broadcasting Service 403(b) Plan
Source: https://planprovider.pro/companies/public-broadcasting-service-403b-plan

> Public Broadcasting Service&#39;s 403(b) plan: 652 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|—|—|

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