# Save The Children Federation, INC. 403(b) Plan
Source: https://planprovider.pro/companies/save-the-children-federation-inc-403b-plan

> Save The Children Federation, INC.'s 403(b) plan: 1,728 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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