Plan Ledger DOL Form 5500 · updated monthly

United States Fund for Unicef403(b)

UNITED STATES FUND FOR UNICEF DEFINED CONTRIBUTION RETIREMENT PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.20%

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

United States Fund for Unicef reported $123,698 in plan administrative expenses for 2025: 0.20% of average plan assets, above the peer median. Employer contributions averaged $8,608 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 rose from 0.16% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other other services employers. By assets it is the 1,095th-largest of 5,648 plans among New York employers on file, and the 311th of 3,341 in other services. In 2025, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$67,295,306
Participants with balances485
Active participants311
Employer contributions$2,676,938
Employee contributions$3,399,428
Employer contribution per active participant$8,608
Average account balance$138,753
Benefits paid to participants$6,749,830
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$67.3M · 485 accts · $2.7M emplr
2024$57.6M · 479 accts · $2.7M emplr
2023$51.7M · 468 accts · $2.4M emplr
2022$42.7M · 418 accts · $2.1M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$91,253
Investment management$32,445
Total administrative$123,698
Employer contributions to the United States Fund for Unicef plan · 2025
Employer contribution per active participant$8,608
Median for plans this size$4,093
2025$8,608 per active participant
2024$8,653 per active participant
2023$7,702 per active participant
2022$7,193 per active participant

United States Fund for Unicef's 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top quarter of its peers. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$80,438
CAPFINANCIAL PARTNERS,LL · Contract administrator · Investment advisory (plan)$43,260
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history4
2025$123,698 · 0.20%
2024$116,674 · 0.21%
2023$109,230 · 0.23%
2022$74,428 · 0.16%
Same employer
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Procare Mso, LLC NY$66.6M · 0.39%
Posillico Civil, Inc. NY$66.0M · 0.25%
Anti-Defamation League NY$58.6M · 0.16%
Asia Society NY$58.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131760110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.