Plan Snapshot
- Plan Sponsor: The Common Fund For Nonprofits
- Sponsor EIN: 237037968
- Sponsor Address: 15 OLD DANBURY ROAD, WILTON, CT, 06897
- Plan Type: DC
- Total Participants: 182
- Total Assets: $142.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 182 | $142.2M | $2.2M | $2.9M |
| 2023 | 180 | $126.1M | $1.9M | $2.8M |
| 2022 | 163 | $105.3M | $1.8M | $2.5M |
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 |
|---|---|---|---|---|
| PRICEWATERHOUSE COOPERS LLP | Auditor | $47,000 | — | $47,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSE COOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,000
- Estimated Expense Ratio: 0.033% 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 | $54,918 | $116,568 | — | $47,000 | — |
| 2023 | $58,757 | $101,009 | — | $49,000 | — |
| 2022 | $60,381 | — | — | — | $45,000 |