Plan Snapshot
- Plan Sponsor: Apicha Community Health Center
- Sponsor EIN: 133706365
- Sponsor Address: 400 BROADWAY, NEW YORK, NY, 10013
- Plan Type: 403(b)
- Total Participants: 126
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 126 | $4.2M | $206,548 | $427,533 |
| 2023 | 120 | $4.1M | $199,115 | $368,627 |
| 2022 | 100 | $3.1M | $158,439 | $332,702 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $31,507 | — | $31,507 | — | — |
| 2023 | $21,472 | $21,472 | — | — | — |
| 2022 | $19,776 | — | $19,776 | — | — |