Plan Snapshot
- Plan Sponsor: Association To Benefit Children
- Sponsor EIN: 133303089
- Sponsor Address: 419 E 86TH STREET, NEW YORK, NY, 100286402
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 303
- Total Assets: $18.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 303 | $18.6M | $357,479 | $881,459 |
| 2023 | 292 | $16.0M | $335,419 | $840,540 |
| 2022 | 290 | $14.3M | $305,242 | $776,368 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $80,146 | — | $80,146 |
| RESOURCES INVESTMENT ADVISORS | Investment Advisor | — | $32,664 | $32,664 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,810
- Estimated Expense Ratio: 0.606% 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 | $80,147 | — | $80,147 | — | — |
| 2023 | $65,236 | — | $65,236 | — | — |
| 2022 | $68,513 | — | $68,513 | — | — |