# Robin Hood Foundation 403(b) Plan
Source: https://planprovider.pro/companies/robin-hood-foundation-plan-002

> Robin Hood Foundation's 403(b) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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