# United States Energy Foundation 403(b) Plan
Source: https://planprovider.pro/companies/united-states-energy-foundation-403b-plan

> United States Energy Foundation's 403(b) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 119

- **Total Assets:** $21.3M

## 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.|

| 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|

| HOOD & STRONG, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOOD & STRONG, LLP](https://planprovider.pro/provider/hood-and-strong-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|$6,835|—|—|—|—|

| 2023|$3,383|—|—|—|—|

| 2022|$8,702|$25|$8,677|—|—|

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