Plan Snapshot
- Plan Sponsor: Association For Mental Health & Wellness INC.
- Sponsor EIN: 113012392
- Sponsor Address: P.O. BOX 373, RONKONKOMA, NY, 117790373
- Plan Type: 403(b)
- Total Participants: 101
- Total Assets: $9.2M
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 | 101 | $9.2M | $208,792 | $193,960 |
| 2023 | 110 | $8.4M | $268,377 | $252,761 |
| 2022 | 135 | $7.9M | $319,697 | $288,546 |
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 |
|---|---|---|---|---|
| CERINI & ASSOCIATES, 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 | $2,428 | — | — | — | — |
| 2023 | $999 | — | — | — | — |
| 2022 | $2,459 | — | — | — | — |