Plan Snapshot
- Plan Sponsor: Robin Hood Foundation
- Sponsor EIN: 133441066
- Sponsor Address: 826 BROADWAY 9TH FLOOR, NEW YORK, NY, 100034826
- Plan Type: 403(b)
- Total Participants: 110
- Total Assets: $23.3M
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 | 110 | $23.3M | $258,449 | $1.2M |
| 2023 | 108 | $24.3M | $1.8M | $0 |
| 2022 | 112 | $20.9M | $1.6M | $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 | $65,935 | $40,768 | — | — | — |
| 2023 | $61,009 | $38,163 | — | — | — |
| 2022 | $98,849 | $94,367 | $4,482 | — | — |