United States Fund For Unicef 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: United States Fund For Unicef
  • Sponsor EIN: 131760110
  • Sponsor Address: 125 MAIDEN LN FL 10, NEW YORK, NY, 100384912
  • Plan Type: 403(b)
  • Total Participants: 314
  • Total Assets: $57.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024314$57.6M$2.7M$3.2M
2023316$51.7M$2.4M$2.9M
2022288$42.7M$2.1M$2.4M

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
CLIFTONLARSONALLEN LLPAuditor$0

Verified Provider Profiles

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

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$116,674$31,497$85,177
2023$109,230$41,018$58,499$9,713
2022$74,428$54,927$19,501

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