Plan Snapshot
- Plan Sponsor: 34th Street Partnership, INC.
- Sponsor EIN: 133629973
- Sponsor Address: 1065 AVE OF THE AMERICAS FL 24, NEW YORK, NY, 10018
- Plan Type: 403(b)
- Total Participants: 269
- Total Assets: $18.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 269 | $18.3M | $359,188 | $1.1M |
| 2023 | 228 | $15.9M | $336,164 | $1.1M |
| 2022 | 246 | $13.5M | $306,297 | $961,392 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $56,173 | — | $56,173 |
| GRUBER PALUMERI RAFFAELE FRIED, P.C | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,173
- Estimated Expense Ratio: 0.306% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $56,173 | — | $55,823 | — | — |
| 2023 | $45,531 | — | $45,331 | — | — |
| 2022 | $42,162 | — | — | — | — |