Civic Intelligence

MUTUAL FUNDDIRECTORS FORUM

Plan context: VANGUARD 403(B) PLAN ID 433174 MUTUAL FUND DIRECTORS FORUM

EIN 01-0682859 • Washington, DC • 17 filings • 6 plans

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1501 M St NW Ste 1150Washington, DC 20005-1772
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,797,073

2024 Contributions

$492,054

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,797,073$1,898,537$0200920172024YearValue
$3,797,073Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1260200920172024YearValue
10Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024110$3,797,073$492,054$49,205iApproximate average salary by contribution assumption: employee only about $1,230,135 at 4% or $820,090 at 6%; with 50% employer match about $820,090 at 4% or $546,727 at 6%; with 100% employer match about $615,068 at 4% or $410,045 at 6%.
VANGUARD 403(B) PLAN ID 433174 MUTUAL FUND DIRECTORS FORUM-10$3,797,073$492,054$49,205iApproximate average salary by contribution assumption: employee only about $1,230,135 at 4% or $820,090 at 6%; with 50% employer match about $820,090 at 4% or $546,727 at 6%; with 100% employer match about $615,068 at 4% or $410,045 at 6%.
2023110$3,144,189$687,886$68,789iApproximate average salary by contribution assumption: employee only about $1,719,715 at 4% or $1,146,477 at 6%; with 50% employer match about $1,146,477 at 4% or $764,318 at 6%; with 100% employer match about $859,858 at 4% or $573,238 at 6%.
VANGUARD 403(B) V10090427 MUTUAL FUND DIRECTORS FORUM-10$3,144,189$687,886$68,789iApproximate average salary by contribution assumption: employee only about $1,719,715 at 4% or $1,146,477 at 6%; with 50% employer match about $1,146,477 at 4% or $764,318 at 6%; with 100% employer match about $859,858 at 4% or $573,238 at 6%.
202219$2,482,607$177,186$19,687iApproximate average salary by contribution assumption: employee only about $492,183 at 4% or $328,122 at 6%; with 50% employer match about $328,122 at 4% or $218,748 at 6%; with 100% employer match about $246,092 at 4% or $164,061 at 6%.
VANGUARD 403(B) V10090427 - MUTUAL FUND DIRECTORS FORUM-9$2,482,607$177,186$19,687iApproximate average salary by contribution assumption: employee only about $492,183 at 4% or $328,122 at 6%; with 50% employer match about $328,122 at 4% or $218,748 at 6%; with 100% employer match about $246,092 at 4% or $164,061 at 6%.
2021110$2,893,771$291,378$29,138iApproximate average salary by contribution assumption: employee only about $728,445 at 4% or $485,630 at 6%; with 50% employer match about $485,630 at 4% or $323,753 at 6%; with 100% employer match about $364,223 at 4% or $242,815 at 6%.
VANGUARD 403(B) V10090427 - MUTUAL FUND DIRECTORS FORUM-10$2,893,771$291,378$29,138iApproximate average salary by contribution assumption: employee only about $728,445 at 4% or $485,630 at 6%; with 50% employer match about $485,630 at 4% or $323,753 at 6%; with 100% employer match about $364,223 at 4% or $242,815 at 6%.
202019$3,150,274$191,166$21,241iApproximate average salary by contribution assumption: employee only about $531,017 at 4% or $354,011 at 6%; with 50% employer match about $354,011 at 4% or $236,007 at 6%; with 100% employer match about $265,508 at 4% or $177,006 at 6%.
VANGUARD 403(B) V10090427 - MUTUAL FUND DIRECTORS FORUM-9$3,150,274$191,166$21,241iApproximate average salary by contribution assumption: employee only about $531,017 at 4% or $354,011 at 6%; with 50% employer match about $354,011 at 4% or $236,007 at 6%; with 100% employer match about $265,508 at 4% or $177,006 at 6%.
2019110$2,405,135$184,970$18,497iApproximate average salary by contribution assumption: employee only about $462,425 at 4% or $308,283 at 6%; with 50% employer match about $308,283 at 4% or $205,522 at 6%; with 100% employer match about $231,213 at 4% or $154,142 at 6%.
VANGUARD 403(B) V10090427 - MUTUAL FUND DIRECTORS FORUM-10$2,405,135$184,970$18,497iApproximate average salary by contribution assumption: employee only about $462,425 at 4% or $308,283 at 6%; with 50% employer match about $308,283 at 4% or $205,522 at 6%; with 100% employer match about $231,213 at 4% or $154,142 at 6%.
2018110$1,750,716$190,760$19,076iApproximate average salary by contribution assumption: employee only about $476,900 at 4% or $317,933 at 6%; with 50% employer match about $317,933 at 4% or $211,956 at 6%; with 100% employer match about $238,450 at 4% or $158,967 at 6%.
MUTUAL FUND DIRECTORS FORUM VANGUARD 403(B) PLAN ID 10090427-10$1,750,716$190,760$19,076iApproximate average salary by contribution assumption: employee only about $476,900 at 4% or $317,933 at 6%; with 50% employer match about $317,933 at 4% or $211,956 at 6%; with 100% employer match about $238,450 at 4% or $158,967 at 6%.
2017111$1,730,296$183,544$16,686iApproximate average salary by contribution assumption: employee only about $417,145 at 4% or $278,097 at 6%; with 50% employer match about $278,097 at 4% or $185,398 at 6%; with 100% employer match about $208,573 at 4% or $139,048 at 6%.
MUTUAL FUND DIRECTORS FORUM VANGUARD 403(B) PLAN ID 10090427-11$1,730,296$183,544$16,686iApproximate average salary by contribution assumption: employee only about $417,145 at 4% or $278,097 at 6%; with 50% employer match about $278,097 at 4% or $185,398 at 6%; with 100% employer match about $208,573 at 4% or $139,048 at 6%.
2016112$1,360,962$155,972$12,998iApproximate average salary by contribution assumption: employee only about $324,942 at 4% or $216,628 at 6%; with 50% employer match about $216,628 at 4% or $144,419 at 6%; with 100% employer match about $162,471 at 4% or $108,314 at 6%.
MUTUAL FUND DIRECTORS FORUM VANGUARD 403(B) PLAN ID 10090427-12$1,360,962$155,972$12,998iApproximate average salary by contribution assumption: employee only about $324,942 at 4% or $216,628 at 6%; with 50% employer match about $216,628 at 4% or $144,419 at 6%; with 100% employer match about $162,471 at 4% or $108,314 at 6%.
2015111$1,129,170$126,602$11,509iApproximate average salary by contribution assumption: employee only about $287,732 at 4% or $191,821 at 6%; with 50% employer match about $191,821 at 4% or $127,881 at 6%; with 100% employer match about $143,866 at 4% or $95,911 at 6%.
MUTUAL FUND DIRECTORS FORUM VANGUARD 403(B) PLAN ID 10090427-11$1,129,170$126,602$11,509iApproximate average salary by contribution assumption: employee only about $287,732 at 4% or $191,821 at 6%; with 50% employer match about $191,821 at 4% or $127,881 at 6%; with 100% employer match about $143,866 at 4% or $95,911 at 6%.
2014110$1,040,822$107,583$10,758iApproximate average salary by contribution assumption: employee only about $268,958 at 4% or $179,305 at 6%; with 50% employer match about $179,305 at 4% or $119,537 at 6%; with 100% employer match about $134,479 at 4% or $89,653 at 6%.
MUTUAL FUND DIRECTORS FORUM VANGUARD 403(B) PLAN ID 10090427-10$1,040,822$107,583$10,758iApproximate average salary by contribution assumption: employee only about $268,958 at 4% or $179,305 at 6%; with 50% employer match about $179,305 at 4% or $119,537 at 6%; with 100% employer match about $134,479 at 4% or $89,653 at 6%.
201319$944,529$113,549$12,617iApproximate average salary by contribution assumption: employee only about $315,414 at 4% or $210,276 at 6%; with 50% employer match about $210,276 at 4% or $140,184 at 6%; with 100% employer match about $157,707 at 4% or $105,138 at 6%.
MUTUAL FUND DIRECTORS FORUM VANGUARD 403(B) 7 PLAN ID 10090427-9$944,529$113,549$12,617iApproximate average salary by contribution assumption: employee only about $315,414 at 4% or $210,276 at 6%; with 50% employer match about $210,276 at 4% or $140,184 at 6%; with 100% employer match about $157,707 at 4% or $105,138 at 6%.
2012110$716,216$117,469$11,747iApproximate average salary by contribution assumption: employee only about $293,673 at 4% or $195,782 at 6%; with 50% employer match about $195,782 at 4% or $130,521 at 6%; with 100% employer match about $146,836 at 4% or $97,891 at 6%.
MUTUAL FUND DIRECTORS FORUM VANGUARD 403(B) 7 PLAN ID 10090427-10$716,216$117,469$11,747iApproximate average salary by contribution assumption: employee only about $293,673 at 4% or $195,782 at 6%; with 50% employer match about $195,782 at 4% or $130,521 at 6%; with 100% employer match about $146,836 at 4% or $97,891 at 6%.
201129$518,475$88,578$9,842iApproximate average salary by contribution assumption: employee only about $246,050 at 4% or $164,033 at 6%; with 50% employer match about $164,033 at 4% or $109,356 at 6%; with 100% employer match about $123,025 at 4% or $82,017 at 6%.
MUTUAL FUND DIRECTORS FORUM VANGUARD 403(B) 7 PLAN ID 10090427-9$518,475$88,578$9,842iApproximate average salary by contribution assumption: employee only about $246,050 at 4% or $164,033 at 6%; with 50% employer match about $164,033 at 4% or $109,356 at 6%; with 100% employer match about $123,025 at 4% or $82,017 at 6%.
VANGUARD 403(B)7 PLAN ID 10090427-----
201017$449,154$92,042$13,149iApproximate average salary by contribution assumption: employee only about $328,721 at 4% or $219,148 at 6%; with 50% employer match about $219,148 at 4% or $146,098 at 6%; with 100% employer match about $164,361 at 4% or $109,574 at 6%.
MUTUAL FUND DIRECTORS FORUM VANGUARD 403(B) 7 PLAN ID 10090427-7$449,154$92,042$13,149iApproximate average salary by contribution assumption: employee only about $328,721 at 4% or $219,148 at 6%; with 50% employer match about $219,148 at 4% or $146,098 at 6%; with 100% employer match about $164,361 at 4% or $109,574 at 6%.
200917$304,501$96,925$13,846iApproximate average salary by contribution assumption: employee only about $346,161 at 4% or $230,774 at 6%; with 50% employer match about $230,774 at 4% or $153,849 at 6%; with 100% employer match about $173,080 at 4% or $115,387 at 6%.
MUTUAL FUND DIRECTORS FORUM VANGUARD 403(B) 7 PLAN ID 10090427-7$304,501$96,925$13,846iApproximate average salary by contribution assumption: employee only about $346,161 at 4% or $230,774 at 6%; with 50% employer match about $230,774 at 4% or $153,849 at 6%; with 100% employer match about $173,080 at 4% or $115,387 at 6%.