Plan Snapshot
- Plan Sponsor: Blythedale Childrens Hospital
- Sponsor EIN: 131739922
- Sponsor Address: 95 BRADHURST AVENUE, VALHALLA, NY, 105951697
- Plan Type: 401(k)
- Total Participants: 505
- Total Assets: $26.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 505 | $26.0M | $1.8M | $1.8M |
| 2023 | 481 | $20.8M | $1.6M | $1.6M |
| 2022 | 452 | $14.5M | $966,889 | $1.4M |
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 |
|---|---|---|---|---|
| HEALTHCARE COMMUNITY SECURITIES COR | REGISTERED INV ADVISOR | $58,034 | — | $58,034 |
| BENEFIT PLANS ADMINISTRATIVE SVCS | NONE | $54,394 | — | $54,394 |
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HEALTHCARE COMMUNITY SECURITIES COR — REGISTERED INV ADVISOR
- BENEFIT PLANS ADMINISTRATIVE SVCS — NONE
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,428
- Estimated Expense Ratio: 0.432% 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 | $116,741 | $58,034 | — | — | — |
| 2023 | $134,524 | — | — | — | — |
| 2022 | $73,064 | $55,504 | — | — | — |