Plan Snapshot
- Plan Sponsor: United Nations Foundation, INC.
- Sponsor EIN: 582368165
- Sponsor Address: 1750 PENNSYLVANIA AVE., WASHINGTON, DC, 200064515
- Plan Type: 403(b)
- Total Participants: 286
- Total Assets: $65.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 286 | $65.5M | $1.8M | $2.4M |
| 2023 | 298 | $56.1M | $1.7M | $2.4M |
| 2022 | 276 | $47.0M | $1.8M | $2.4M |
| 2021 | 275 | $57.1M | $0 | $0 |
| 2020 | 279 | $51.2M | $0 | $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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $94,094 | — | $94,094 | — | — |
| 2023 | $74,413 | — | $74,413 | — | — |
| 2022 | $67,651 | — | $67,651 | — | — |
| 2021 | $69,242 | — | $69,242 | — | — |
| 2020 | $24,279 | — | $24,279 | — | — |