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)
- Plan Number: 001
- Total Participants: 502
- Total Assets: $67.3M
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. |
|---|---|---|---|---|
| 2025 | 502 | $67.3M | $0 | $0 |
| 2024 | 314 | $57.6M | $2.7M | $3.2M |
| 2023 | 316 | $51.7M | $2.4M | $2.9M |
| 2022 | 288 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $80,438 | — | $80,438 |
| CAPFINANCIAL PARTNERS,LL | Recordkeeper | $43,260 | — | $43,260 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,698
- Estimated Expense Ratio: 0.184% 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 |
|---|---|---|---|---|---|
| 2025 | $6,873,528 | $32,445 | $91,253 | — | — |
| 2024 | $116,674 | $31,497 | $85,177 | — | — |
| 2023 | $109,230 | $41,018 | $58,499 | $9,713 | — |
| 2022 | $74,428 | — | $54,927 | — | $19,501 |