Plan Snapshot
- Plan Sponsor: The German Marshall Fund Of The United States
- Sponsor EIN: 520954751
- Sponsor Address: 1744 R STREET NW, WASHINGTON, DC, 20009
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $14.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 77 | $14.9M | $566,356 | $818,433 |
| 2023 | 80 | $12.5M | $581,374 | $835,779 |
| 2022 | 74 | $9.6M | $500,193 | $662,245 |
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 |
|---|---|---|---|---|
| TRAILBREAKER ACCOUNTING PLLC | 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 | $29,092 | — | $29,092 | — | — |
| 2023 | $25,629 | — | $25,629 | — | — |
| 2022 | $23,133 | — | $23,133 | — | — |