National Endowment for Democracy 403(b) match, vesting and fees
What National Endowment for Democracy's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Instl Oprtns Co., Inc. | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| National Endowment for Democracy: employer contribution per participant | $5,340 | |
| Peer median | $1,803 |
| National Endowment for Democracy: average balance | $153,796 | |
| Peer median | $48,934 |
| National Endowment for Democracy: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $46.4M at the end of plan year 2021 to $71.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 463 | $71.2M | $2.5M | $5,340 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 514 | $71.5M | $2.7M | $5,195 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 541 | $55.8M | $2.3M | $4,280 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 509 | $46.4M | $2M | $4,024 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does National Endowment for Democracy match 401(k) contributions?
The match terms for the National Endowment for Democracy 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $2.5M in employer contributions, about $5,340 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the National Endowment for Democracy 401(k) match vested?
The vesting schedule for the National Endowment for Democracy 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Endowment for Democracy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Instl Oprtns Co., Inc.. The plan administrator is National Endowment for Democracy.
I left National Endowment for Democracy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Endowment for Democracy, (202) 758-9766) or the recordkeeper, Fidelity Instl Oprtns Co., Inc.. The National Endowment for Democracy old 401(k) page lists the contacts from every plan filing. Find an old National Endowment for Democracy 401(k)
Data from the public Form 5500 annual reports National Endowment for Democracy filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with National Endowment for Democracy. Not financial advice. Report a correction · Methodology