# The Forum For Youth Investment 403(b) Plan
Source: https://planprovider.pro/companies/the-forum-for-youth-investment-403b-plan

> The Forum For Youth Investment's 403(b) plan: 46 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Forum For Youth Investment

- **Sponsor EIN:** 522242472

- **Sponsor Address:** 7064 EASTERN AVENUE, NW, WASHINGTON, DC, 200122031

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

- **Total Participants:** 46

- **Total Assets:** $7.1M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|46|$7.1M|$93,463|$221,409|

| 2023|56|$7.0M|$85,500|$261,290|

| 2022|121|$6.2M|$95,447|$277,594|

## 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|

| UHY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UHY LLP](https://planprovider.pro/provider/uhy-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|$5,424|—|$5,424|—|—|

| 2023|$4,828|—|$4,571|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Peter G. Peterson Institute For International Economics](https://planprovider.pro/companies/peter-g-peterson-institute-for-international-economics-plan) — 47 participants

- [Association Of Public And Land-Grant Universities](https://planprovider.pro/companies/association-of-public-and-land-grant-universities-plan) — 45 participants

- [Healthcare Distribution Alliance](https://planprovider.pro/companies/healthcare-distribution-alliance-401k-plan) — 47 participants

- [The Jane Goodall Institute](https://planprovider.pro/companies/the-jane-goodall-institute-plan) — 44 participants

- [Pharmaceutical Care Management Association](https://planprovider.pro/companies/pharmaceutical-care-mgmt-assoc-plan) — 44 participants

- [American Association Of University Women,INC](https://planprovider.pro/companies/american-association-of-university-women-inc-plan) — 48 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-forum-for-youth-investment-403b-plan)

© 2026 PlanProvider.Pro