Plan Snapshot
- Plan Sponsor: United States Energy Foundation
- Sponsor EIN: 831740146
- Sponsor Address: 55 2ND STREET, 24TH FLOOR, SAN FRANCISCO, CA, 94105
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 119 | $21.3M | $1.9M | $1.6M |
| 2023 | 121 | $18.5M | $1.7M | $1.4M |
| 2022 | 109 | $16.3M | $1.2M | $1.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $6,835 | — | $6,835 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,835
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 |
|---|---|---|---|---|---|
| 2025 | $5,671,674 | — | — | $21,060 | — |
| 2024 | $6,835 | — | — | — | — |
| 2023 | $3,383 | — | — | — | — |
| 2022 | $8,702 | $25 | $8,677 | — | — |