# The Barack Obama Foundation 403(b) Plan
Source: https://planprovider.pro/companies/the-barack-obama-foundation-403b-plan

> The Barack Obama Foundation's 403(b) plan: 289 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Barack Obama Foundation

- **Sponsor EIN:** 464950751

- **Sponsor Address:** 5235 S HARPER CT SUITE 1140, CHICAGO, IL, 60615

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

- **Total Participants:** 289

- **Total Assets:** $22.8M

## 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|289|$22.8M|$1.4M|$2.5M|

| 2023|276|$16.5M|$1.3M|$2.3M|

| 2022|222|$10.7M|$887,759|$1.7M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$54,580|—|$54,580|

| WINTRUST INVESTMENTS LLC|INVESTMENT ADVISOR|$38,507|—|$38,507|

| MITCHELL TITUS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MITCHELL TITUS, LLP](https://planprovider.pro/provider/mitchell-and-titus-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $93,087

- **Estimated Expense Ratio:** 0.408% 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|$93,087|$38,507|—|—|—|

| 2023|$78,754|$41,733|—|—|—|

| 2022|$56,059|—|$56,059|—|—|

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