# Race Forward 403(b) Plan
Source: https://planprovider.pro/companies/race-forward-plan

> Race Forward's 403(b) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Race Forward

- **Sponsor EIN:** 942759879

- **Sponsor Address:** 145 EAST 57TH STREET, NEW YORK, NY, 10022

- **Plan Type:** 403(b)

- **Total Participants:** 96

- **Total Assets:** $6.4M

## 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|96|$6.4M|$240,405|$720,325|

| 2023|98|$5.4M|$218,904|$710,849|

| 2022|129|$3.6M|$179,875|$551,943|

## 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|

| MILLIGAN & COMPANY, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$32,883|$2,330|$30,551|—|—|

| 2023|$23,129|$4,653|$13,852|—|—|

| 2022|—|—|—|—|—|

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