Plan Ledger DOL Form 5500 · updated monthly

Environmental Defense Fund, Inc.403(b)

ENVIRONMENTAL DEFENSE RETIREMENT SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.12%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Environmental Defense Fund, Inc. reported $197,062 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $6,247 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.122%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 554th-largest of 5,648 plans among New York employers on file, and the 108th of 3,341 in other services. In 2024, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$165,120,483
Participants with balances1,159
Active participants806
Employer contributions$5,035,100
Employee contributions$8,382,619
Employer contribution per active participant$6,247
Average account balance$142,468
Benefits paid to participants$26,533,168
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$165.1M · 1,159 accts · $5.0M emplr
2023$158.0M · 1,294 accts · $5.3M emplr
2022$132.7M · 1,109 accts · $4.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$133,512
Investment management$49,000
Audit (IQPA)$14,550
Total administrative$197,062
Employer contributions to the Environmental Defense Fund, Inc. plan · 2024
Employer contribution per active participant$6,247
Median for plans this size$3,635
2024$6,247 per active participant
2023$5,924 per active participant
2022$5,432 per active participant

Environmental Defense Fund, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$133,512
HIGHTOWER ADVISORS, LLC · Consulting$49,000
BDO · Accounting / audit$14,550
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp
MID ATLANTIC CAPITAL CORPORATION · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$197,062 · 0.12%
2023$238,283 · 0.16%
2022$170,574 · 0.12%
Same employer
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Open Society Institute NY$230.0M · 0.03%
Ww International, Inc. NY$201.6M · 0.01%
Council on Foreign Relations NY$164.6M · 0.06%
Christie's Inc. NY$148.3M · 0.07%
National Audubon Society Inc NY$139.5M · 0.08%
Csc Serviceworks, Inc. NY$133.3M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 116107128 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.