Plan Snapshot
- Plan Sponsor: Save The Children Federation, INC.
- Sponsor EIN: 060726487
- Sponsor Address: 501 KINGS HIGHWAY EAST, FAIRFIELD, CT, 06825
- Plan Type: 403(b)
- Total Participants: 1,728
- Total Assets: $228.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,728 | $228.9M | $8.8M | $10.8M |
| 2023 | 1,644 | $198.3M | $8.4M | $10.6M |
| 2022 | 1,523 | $161.3M | $6.6M | $9.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $121,750 | — | $121,750 |
| FIDUCIARY INVESTMENT ADVISORS | INVESTMENT ADVISOR | $46,673 | — | $46,673 |
| CLIFTONLARSONALLEN LLP | ACCOUNTANT/AUDITOR | $17,955 | — | $17,955 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $11,638 | — | $11,638 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CLIFTONLARSONALLEN LLP — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $198,016
- Estimated Expense Ratio: 0.086% of plan assets
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 | $200,431 | $11,638 | $300 | $17,955 | — |
| 2023 | $177,603 | $15,741 | $900 | — | — |
| 2022 | $166,188 | $9,924 | — | — | — |