Plan Snapshot
- Plan Sponsor: Archbishop Molloy High School
- Sponsor EIN: 111848825
- Sponsor Address: 83-53 MANTON STREET, BRIARWOOD, NY, 11435
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $36.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 115 | $36.2M | $896,812 | $895,808 |
| 2023 | 113 | $31.2M | $863,841 | $855,104 |
| 2022 | 112 | $25.3M | $808,113 | $794,604 |
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 |
|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | NONE | $44,489 | — | $44,489 |
| SENTINEL BENEFITS GROUP, INC. | NONE | $27,739 | — | $27,739 |
| PKF O'CONNOR DAVIES, LLP | NONE | $16,050 | — | $16,050 |
| FIDELITY INVESTMENTS | NONE | $5,708 | — | $5,708 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL PENSION ADVISORS — NONE
- SENTINEL BENEFITS GROUP, INC. — NONE
- PKF O'CONNOR DAVIES, LLP — NONE
- FIDELITY INVESTMENTS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,986
- Estimated Expense Ratio: 0.260% 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 | $93,986 | $44,489 | — | $16,050 | — |
| 2023 | $79,973 | — | — | $15,320 | — |
| 2022 | $77,708 | — | — | — | $77,708 |