Plan Snapshot
- Plan Sponsor: The Susan G. Komen Breast Cancer Foundation, INC.
- Sponsor EIN: 751835298
- Sponsor Address: PO BOX 801889, DALLAS, TX, 753801889
- Plan Type: 403(b)
- Total Participants: 408
- Total Assets: $47.0M
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 | 408 | $47.0M | $1.7M | $3.0M |
| 2023 | 411 | $39.8M | $1.6M | $2.9M |
| 2022 | 393 | $30.0M | $1.5M | $2.4M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY 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 | $66,246 | — | $66,246 | — | — |
| 2023 | $50,767 | — | $50,767 | — | — |
| 2022 | $43,852 | — | $43,852 | — | — |