Plan Snapshot
- Plan Sponsor: The Brookings Institution
- Sponsor EIN: 530196577
- Sponsor Address: 1775 MASSACHUSETTS AVE., NW, WASHINGTON, DC, 200362103
- Plan Type: 403(b)
- Total Participants: 495
- Total Assets: $260.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 495 | $260.2M | $5.3M | $3.8M |
| 2023 | 512 | $237.5M | $4.8M | $3.7M |
| 2022 | 469 | $203.4M | $4.7M | $3.3M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, 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 | $48,050 | — | $48,050 | — | — |
| 2023 | $9,379 | — | $2,219 | — | — |
| 2022 | $3,111 | — | $3,111 | — | — |