Plan Snapshot
- Plan Sponsor: Resources For The Future, INC.
- Sponsor EIN: 530220900
- Sponsor Address: 1616 P STREET, NW, SUITE 600, WASHINGTON, DC, 20036
- Plan Type: 403(b)
- Total Participants: 70
- Total Assets: $19.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 70 | $19.5M | $0 | $0 |
| 2023 | 67 | $17.6M | $0 | $0 |
| 2022 | 70 | $16.4M | $0 | $0 |
| 2021 | 65 | $18.8M | $0 | $0 |
| 2020 | 58 | $11.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $6,199 | $1,395 | — | — | — |
| 2023 | $5,401 | — | — | — | $5,401 |
| 2022 | $4,514 | — | — | — | — |
| 2021 | $4,577 | — | — | — | — |
| 2020 | $3,407 | — | — | — | — |