Plan Snapshot
- Plan Sponsor: The United Nations International School
- Sponsor EIN: 237098600
- Sponsor Address: 24-50 FDR DRIVE, NEW YORK, NY, 10010
- Plan Type: DC
- Plan Number: 001
- Total Participants: 277
- Total Assets: $125.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 277 | $125.9M | $3.6M | $0 |
| 2023 | 280 | $114.3M | $3.5M | $0 |
| 2022 | 273 | $102.9M | $3.4M | $0 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $21,250 | — | $21,250 |
| TIAA | Recordkeeper | $11,076 | — | $11,076 |
| THE ANGELL PENSION GROUP, INC. | Other Service Provider | $9,308 | — | $9,308 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — Investment Advisor
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,634
- 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 | $41,135 | — | $41,134 | — | — |
| 2023 | $61,236 | — | $61,236 | — | — |
| 2022 | $32,370 | — | $32,370 | — | — |