Plan Ledger DOL Form 5500 · updated monthly

United Nations Foundation, Inc.403(b)

UNITED NATIONS FOUNDATION, INC. 403(B) DC PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

United Nations Foundation, Inc. reported $94,094 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $6,237 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 4 years on file its reported administrative ratio rose from 0.05% to 0.15%. 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 128th-largest of 618 plans among District of Columbia employers on file, and the 326th of 3,341 in other services. In 2024, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$65,467,824
Participants with balances550
Active participants286
Employer contributions$1,783,885
Employee contributions$2,391,171
Employer contribution per active participant$6,237
Average account balance$119,032
Benefits paid to participants$4,099,036
Plan auditUnmodified (clean) audit opinion
Plan history5
Yearassets · accounts · employer contribution
2024$65.5M · 550 accts · $1.8M emplr
2023$56.1M · 539 accts · $1.7M emplr
2022$47.0M · 535 accts · $1.8M emplr
2021$57.1M · 522 accts · $1.8M emplr
2020$51.2M · 519 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$94,094
Total administrative$94,094
Employer contributions to the United Nations Foundation, Inc. plan · 2024
Employer contribution per active participant$6,237
Median for plans this size$3,635
2024$6,237 per active participant
2023$5,856 per active participant
2022$6,379 per active participant
2021$6,405 per active participant
2020$6,443 per active participant

United Nations Foundation, 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$94,094

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

Administrative cost history5
2024$94,094 · 0.15%
2023$74,413 · 0.14%
2022$67,651 · 0.13%
2021$69,242 · 0.13%
2020$24,279 · 0.05%
Same employer
Similar plansOther Services · District of Columbia
Optical Society of America DC$67.4M · 0.15%
Ufcw International Union DC$67.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582368165 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.