# Roosevelt Institute 403(b) Plan
Source: https://planprovider.pro/companies/roosevelt-institute-403b-plan

> Roosevelt Institute's 403(b) plan: 70 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roosevelt Institute

- **Sponsor EIN:** 237213592

- **Sponsor Address:** 570 LEXINGTON AVE FL 5, NEW YORK, NY, 100226837

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

- **Total Participants:** 70

- **Total Assets:** $7.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|70|$7.3M|$222,260|$505,277|

| 2023|121|$6.3M|$216,240|$432,292|

| 2022|115|$5.2M|$202,876|$433,070|

## 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|

| CONDON O'MEARA MCGINTY DONNELLY LLP|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|$10,913|—|$10,913|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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