# The United Nations International School DC Plan
Source: https://planprovider.pro/companies/the-united-nations-international-school-237098600-001

> The United Nations International School's DC plan: 277 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — Investment Advisor

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|—|—|

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