# The Conservation Fund 403(b) Plan
Source: https://planprovider.pro/companies/the-conservation-fund-403b-plan

> The Conservation Fund's 403(b) plan: 196 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Conservation Fund

- **Sponsor EIN:** 521388917

- **Sponsor Address:** 1655 NORTH FORT MYER DRIVE, ARLINGTON, VA, 222093199

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

- **Total Participants:** 196

- **Total Assets:** $66.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|196|$66.0M|$1.9M|$2.2M|

| 2023|191|$57.8M|$1.8M|$2.1M|

| 2022|186|$52.4M|$1.6M|$1.9M|

## 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|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## 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|$161,470|$17,683|$143,787|—|—|

| 2023|$157,103|—|$157,103|—|—|

| 2022|$163,814|—|$163,814|—|—|

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