Plan Snapshot
- Plan Sponsor: Board Of Trustees Of 1199seiu Nbf Health And Human Service Employees
- Sponsor EIN: 131628401
- Sponsor Address: P.O. BOX 842, NEW YORK, NY, 10108
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 116,828
- Total Assets: $1.6B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 116,828 | $1.6B | $2.5B | $0 |
| 2023 | 113,428 | $1.4B | $2.2B | $0 |
| 2022 | 110,059 | $1.2B | $2.1B | $0 |
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 |
|---|---|---|---|---|
| VITECH SYSTEMS GROUP, INC. | Other Service Provider | $4,248,578 | — | $4,248,578 |
| EVICORE HEALTHCARE MSI, LLC | Other Service Provider | $3,948,089 | — | $3,948,089 |
| EVERNORTH BEHAVIORAL HEALTH, INC. | Other Service Provider | $3,561,012 | — | $3,561,012 |
| COMPUTER DESIGN & INTEGRATION, LLC | Other Service Provider | $3,398,510 | — | $3,398,510 |
| MEDCO HEALTH SOLUTIONS, INC. | Other Service Provider | $3,171,242 | — | $3,171,242 |
| SHI-INTERNATIONAL CORP | Other Service Provider | $2,840,106 | — | $2,840,106 |
| INTERNATIONAL BUSINESS MACHINES COR | Other Service Provider | $2,708,584 | — | $2,708,584 |
| CVS PHARMACY, INC | Other Service Provider | $2,132,092 | — | $2,132,092 |
| PROSKAUER ROSE LLP | Other Service Provider | $1,690,266 | — | $1,690,266 |
| AETNA LIFE INSURANCE COMPANY | Recordkeeper | $1,676,100 | — | $1,676,100 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | $1,634,639 | — | $1,634,639 |
| EXAFLUENCE INC | Other Service Provider | $1,601,330 | — | $1,601,330 |
| ZELIS PAYMENTS HOLDINGS, LLC | Other Service Provider | $1,509,096 | — | $1,509,096 |
| MICROSOFT CORPORATION | Other Service Provider | $1,482,924 | — | $1,482,924 |
| LEVY RATNER, P.C. | Other Service Provider | $1,330,313 | — | $1,330,313 |
| WILLIS OF NEW YORK INC. | Other Service Provider | $1,309,840 | — | $1,309,840 |
| US POSTAL SERVICE | Other Service Provider | $1,300,000 | — | $1,300,000 |
| VERIZON NEW YORK INC | Other Service Provider | $1,091,304 | — | $1,091,304 |
| MILLIMAN, INC. | Recordkeeper | $901,840 | — | $901,840 |
| MVP HEALTH CARE, INC | Other Service Provider | $897,295 | — | $897,295 |
| AUBURN IT RESOURCES, INC. | Other Service Provider | $859,580 | — | $859,580 |
| COGNIZANT TRIZETTO SOFTWARE GROUP, | Other Service Provider | $827,357 | — | $827,357 |
| COTIVITI, INC. | Other Service Provider | $818,307 | — | $818,307 |
| INOVALON PROVIDER, INC | Other Service Provider | $697,347 | — | $697,347 |
| AMALGAMATED EMPLOYEE BENEFITS ADMIN | Other Service Provider | $665,159 | — | $665,159 |
| VANGUARD GROUP STAFFING | Recordkeeper | $656,756 | — | $656,756 |
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $655,863 | — | $655,863 |
| ORACLE AMERICA, INC. | Other Service Provider | $633,953 | — | $633,953 |
| JACK C. KEANE, INC. | Other Service Provider | $632,784 | — | $632,784 |
| UNIVERSAL PROTECTION SERVICE, LP | Other Service Provider | $607,784 | — | $607,784 |
| VERIZON BUSINESS FIOS | Other Service Provider | $580,642 | — | $580,642 |
| CHANGE HEALTHCARE LLC | Other Service Provider | $572,203 | — | $572,203 |
| AUTOMATIC DATA PROCESSING, INC. | Other Service Provider | $560,592 | — | $560,592 |
| STEP VISUAL COMMUNICATIONS LLC | Other Service Provider | $522,692 | — | $522,692 |
| DELPHIX CORP | Other Service Provider | $503,726 | — | $503,726 |
| CHANGE HEALTHCARE OPERATIONS, LLC | Other Service Provider | $498,286 | — | $498,286 |
| BIFF DUNCAN ASSOCIATES, INC | Other Service Provider | $482,094 | — | $482,094 |
| DELL FINANCIAL SERVICES, LLC | Other Service Provider | $428,332 | — | $428,332 |
| HEALTH MANAGEMENT SYSTEMS, INC. | Other Service Provider | $426,473 | — | $426,473 |
| HILLSIDE PRINTING INC | Other Service Provider | $424,335 | — | $424,335 |
| KONICA MINOLTA BUSINESS USA INC | Other Service Provider | $416,733 | — | $416,733 |
| NAVINET INC. | Other Service Provider | $404,634 | — | $404,634 |
| STATE INSURANCE FUND | Other Service Provider | $396,322 | — | $396,322 |
| G&P REALTY CO., LLC | Other Service Provider | $393,881 | — | $393,881 |
| PRESIDIO NETWORKED SOLUTIONS, INC. | Other Service Provider | $393,863 | — | $393,863 |
| GARTNER INC. | Other Service Provider | $389,735 | — | $389,735 |
| WIZCOM CORPORATION | Other Service Provider | $382,442 | — | $382,442 |
| GLOBETORG, INC | Other Service Provider | $378,720 | — | $378,720 |
| GOTHAM TECHNOLOGY GROUP LLC | Other Service Provider | $362,404 | — | $362,404 |
| J W MAYS INC. | Other Service Provider | $352,564 | — | $352,564 |
| NEW YORK COMMUNITY BANK | Other Service Provider | $340,191 | — | $340,191 |
| VERIZON WIRELESS SERVICES LLC | Other Service Provider | $322,981 | — | $322,981 |
| CEQUEL DATA CENTERS, LP | Other Service Provider | $314,041 | — | $314,041 |
| FLAGSTAR BANK, N.A. | Other Service Provider | $309,323 | — | $309,323 |
| MEDECISION INC. | Other Service Provider | $305,124 | — | $305,124 |
| MED REVIEW INC | Other Service Provider | $291,295 | — | $291,295 |
| KPMG LLP | Auditor | $287,603 | — | $287,603 |
| DHU REALTY CORPORATION | Other Service Provider | $284,679 | — | $284,679 |
| CROWN CASTLE INTERNATIONAL CORP. | Other Service Provider | $280,489 | — | $280,489 |
| JENNA LYNNE HAYES | Other Service Provider | $276,544 | — | $276,544 |
| DELUXE DELIVERY SYSTEMS, INC | Other Service Provider | $263,825 | — | $263,825 |
| SOFTART SOLUTIONS INC. | Other Service Provider | $258,726 | — | $258,726 |
| JEFFREY A. SACHS ASSOCIATES, INC. | Other Service Provider | $240,000 | — | $240,000 |
| MCG HEALTH, LLC | Recordkeeper | $238,627 | — | $238,627 |
| THE BACHRACH GROUP LTD. | Other Service Provider | $233,401 | — | $233,401 |
| HEALTHIX, INC. | Other Service Provider | $225,000 | — | $225,000 |
| FIRST QUALITY MAINTENANCE II, LLC | Other Service Provider | $222,059 | — | $222,059 |
| BCA WATSON RICE LLP | Other Service Provider | $221,375 | — | $221,375 |
| CONSOLIDATED EDISON COMPANY OF N.Y. | Other Service Provider | $220,504 | — | $220,504 |
| ODP BUSINESS SOLUTIONS, LLC | Other Service Provider | $209,838 | — | $209,838 |
| ENTERPRISE FM TRUST | Other Service Provider | $208,688 | — | $208,688 |
| SOVOS COMPLIANCE LLC | Other Service Provider | $194,276 | — | $194,276 |
| THE CUSTOM GROUP OF COMPANIES | Other Service Provider | $193,353 | — | $193,353 |
| SCHINDLER ELEVATOR CORPORATION | Other Service Provider | $189,490 | — | $189,490 |
| LANGUAGE LINE SERVICES | Other Service Provider | $189,446 | — | $189,446 |
| KICKER MEDIA INC. | Other Service Provider | $172,772 | — | $172,772 |
| SCHULTE ROTH & ZABEL LLP | ERISA Attorney | $165,000 | — | $165,000 |
| PJ MECHANICAL SERVICE & MAINTENANCE | Other Service Provider | $163,343 | — | $163,343 |
| INTERNATIONAL FOUNDATION OF EMPLOYE | Other Service Provider | $155,764 | — | $155,764 |
| ARCHIVE SYSTEMS, INC. | Other Service Provider | $154,918 | — | $154,918 |
| OPTIMUM LIGHTPATH | Other Service Provider | $149,014 | — | $149,014 |
| HENRY SCHEIN, INC. | Other Service Provider | $143,297 | — | $143,297 |
| CAMINO PUBLIC RELATIONS | Other Service Provider | $143,008 | — | $143,008 |
| SOLARWINDS, INC. | Other Service Provider | $140,768 | — | $140,768 |
| JOANNE FRANKLIN, INC | Other Service Provider | $140,237 | — | $140,237 |
| SCALABLE SYSTEMS INC. | Other Service Provider | $134,412 | — | $134,412 |
| LINEA SOLUTIONS, INC. | Other Service Provider | $133,777 | — | $133,777 |
| LAWRENCE B. ORINSTEIN, DO | Other Service Provider | $127,291 | — | $127,291 |
| BCHR US ACQUISITIONS, INC | Other Service Provider | $124,000 | — | $124,000 |
| RAPID7 LLC | Other Service Provider | $123,928 | — | $123,928 |
| VJ HOLCOMB ASSOCIATES INC | Other Service Provider | $123,600 | — | $123,600 |
| THE GUARDIAN LIFE INSURANCE COMPANY | Recordkeeper | $114,805 | — | $114,805 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $113,416 | — | $113,416 |
| FACILITY MANAGEMENT PLANNERS, INC. | Other Service Provider | $112,514 | — | $112,514 |
| AVI-SPL LLC | Other Service Provider | $110,189 | — | $110,189 |
| CERIS, INC | Other Service Provider | $106,979 | — | $106,979 |
| DELL MARKETING LP | Other Service Provider | $105,492 | — | $105,492 |
| JRM CONSTRUCTION MANAGEMENT, LLC | Other Service Provider | $103,709 | — | $103,709 |
| MED TEK CONTRACTING, INC. | Other Service Provider | $101,585 | — | $101,585 |
| ZOOM VIDEO COMMUNICATIONS, INC. | Other Service Provider | $101,423 | — | $101,423 |
| WARSHAW GROUP | Other Service Provider | $100,000 | — | $100,000 |
| WELLABLE LLC | Other Service Provider | $99,996 | — | $99,996 |
| COMPUTER FINANCIAL CONSULTANTS, INC | Other Service Provider | $94,048 | — | $94,048 |
| OPEN TEXT INC | Other Service Provider | $88,530 | — | $88,530 |
| VERACODE, INC. | Other Service Provider | $85,797 | — | $85,797 |
| FEDERAL HEARINGS AND APPEALS SERVIC | Other Service Provider | $83,265 | — | $83,265 |
| IRONCLAD, INC | Other Service Provider | $82,936 | — | $82,936 |
| CLEAN SWIFT JANITORIAL SERVICE INC. | Other Service Provider | $81,280 | — | $81,280 |
| MARIE J. SIMON | Other Service Provider | $81,015 | — | $81,015 |
| UNITED PARCEL SERVICE INC. | Other Service Provider | $79,619 | — | $79,619 |
| REDSTONE INTERMEDIATE (ARCHER) HOLD | Other Service Provider | $79,282 | — | $79,282 |
| JEFFREY G. STEIN | Other Service Provider | $77,000 | — | $77,000 |
| OPTUM360 LLC | Other Service Provider | $75,514 | — | $75,514 |
| GREENKEY RESOURCES LLC | Other Service Provider | $75,292 | — | $75,292 |
| INFOLOCK TECHNOLOGIES, LLC | Other Service Provider | $74,500 | — | $74,500 |
| MEGAPORT (USA) INC | Other Service Provider | $73,162 | — | $73,162 |
| SECURITAS ELECTRONIC SECURITY, INC. | Other Service Provider | $72,730 | — | $72,730 |
| ADOBE INC, | Other Service Provider | $72,119 | — | $72,119 |
| CACTUS SOFTWARE LLC | Other Service Provider | $72,082 | — | $72,082 |
| PINNACLE SOLUTIONS INCORPORATED | Other Service Provider | $71,364 | — | $71,364 |
| NORTH EAST BUILDING SERVICES LLC | Other Service Provider | $70,726 | — | $70,726 |
| TIER 1, INC. | Other Service Provider | $69,760 | — | $69,760 |
| SAS INSTITUTE, INC. | Other Service Provider | $67,475 | — | $67,475 |
| DROPBOX, INC. | Other Service Provider | $65,802 | — | $65,802 |
| BELINDA GALLEGOS | Other Service Provider | $64,964 | — | $64,964 |
| BENCOM LLC. | Other Service Provider | $64,600 | — | $64,600 |
| JOSHUA MARGOLIS | Other Service Provider | $63,225 | — | $63,225 |
| BRUCE C. VLADECK | Other Service Provider | $60,000 | — | $60,000 |
| PANERA BREAD COMPANY | Other Service Provider | $59,315 | — | $59,315 |
| FRESH KITCHEN INC. | Other Service Provider | $57,002 | — | $57,002 |
| BENEFIT FUND STAFF ASSOCIATION | Other Service Provider | $55,627 | — | $55,627 |
| LINKEDIN CORPORATION | Other Service Provider | $55,290 | — | $55,290 |
| TWILIO, INC. | Other Service Provider | $53,089 | — | $53,089 |
| WP ENGINE, INC. | Other Service Provider | $52,887 | — | $52,887 |
| SERVICE LOGIC STRATEGIC SERVICE, LL | Other Service Provider | $51,406 | — | $51,406 |
| XYZ TWO WAY RADIO SERVICES,INC | Other Service Provider | $51,215 | — | $51,215 |
| IPD ANALYTICS, LLC | Other Service Provider | $50,473 | — | $50,473 |
| RD WEIS & CO., INC. | Other Service Provider | $50,458 | — | $50,458 |
| C2C INNOVATIVE SOLUTIONS, INC. | Other Service Provider | $50,258 | — | $50,258 |
| CB RICHARD ELLIS, INC. | Other Service Provider | $50,125 | — | $50,125 |
| ROPES & GRAY | Other Service Provider | $49,826 | — | $49,826 |
| PITNEY BOWES GLOBAL FINANCIAL SERVI | Other Service Provider | $48,795 | — | $48,795 |
| WIRELESS WATCHDOG LLC | Other Service Provider | $48,092 | — | $48,092 |
| WESTERN ASSET MANAGEMENT COMPANY | Other Service Provider | — | $46,870 | $46,870 |
| CARCO GROUP INC. | Other Service Provider | $46,541 | — | $46,541 |
| PLURALSIGHT LLC | Other Service Provider | $46,046 | — | $46,046 |
| OPENSESAME INC | Other Service Provider | $44,781 | — | $44,781 |
| HOLLY HAGEN | Other Service Provider | $43,641 | — | $43,641 |
| RSM US LLP | Auditor | $43,550 | — | $43,550 |
| K.I.M CO. REFRIGERATION CORP | Other Service Provider | $43,247 | — | $43,247 |
| FAI CONSULTING SERVICES, LNC. | Other Service Provider | $43,095 | — | $43,095 |
| OPENIAM, LLC | Other Service Provider | $43,030 | — | $43,030 |
| SALESFORCE.COM, INC. | Other Service Provider | $41,393 | — | $41,393 |
| COMMERCIAL BUSINESS SERVICE, LLC | Other Service Provider | $40,357 | — | $40,357 |
| FEDERAL REALTY LP | Other Service Provider | $39,210 | — | $39,210 |
| THOMSON REUTERS ENTERPRISE CENTRE G | Other Service Provider | $39,039 | — | $39,039 |
| FINUCANE & REDA PRINTING CORPORATIO | Other Service Provider | $38,013 | — | $38,013 |
| PASSAGEWAYS, INC. | Other Service Provider | $37,536 | — | $37,536 |
| GALLAGHER BENEFIT SERVICES, INC. | Investment Advisor | $37,500 | — | $37,500 |
| IMPERIAL BAG & PAPER CO. LLC | Other Service Provider | $37,398 | — | $37,398 |
| XEROX CORPORATION | Other Service Provider | $37,064 | — | $37,064 |
| MARTIN F.SCHEINMAN, ESQ | Other Service Provider | $36,667 | — | $36,667 |
| OLITECH SOLUTIONS, LLC. | Other Service Provider | $36,382 | — | $36,382 |
| MAXIMUS FEDERAL SERVICES INC | Other Service Provider | $34,710 | — | $34,710 |
| Q-MATIC CORPORATION | Other Service Provider | $34,263 | — | $34,263 |
| IVANTI, INC. | Other Service Provider | $33,343 | — | $33,343 |
| TOWERS WATSON PENNSYLVANIA INC | Other Service Provider | $33,115 | — | $33,115 |
| NEXRY LLC | Other Service Provider | $29,914 | — | $29,914 |
| QUADIENT LEASING USA, INC. | Other Service Provider | $29,765 | — | $29,765 |
| COUNCIL FOR AFFORDABLE QUALITY HEAL | Other Service Provider | $29,578 | — | $29,578 |
| CDW DIRECT, LLC | Other Service Provider | $29,369 | — | $29,369 |
| UPTODATE, INC | Other Service Provider | $28,824 | — | $28,824 |
| APCON INC. | Other Service Provider | $28,803 | — | $28,803 |
| PRESS GANEY ASSOCIATES, INC. | Other Service Provider | $28,706 | — | $28,706 |
| INTERIOR FOLIAGE DESIGN, INC. | Other Service Provider | $28,298 | — | $28,298 |
| RESEARCH FOUNDATION OF CUNY | Other Service Provider | $28,055 | — | $28,055 |
| NETDOCUMENTS SOFTWARE, INC | Other Service Provider | $28,047 | — | $28,047 |
| EAN CONSULTING, LLC | Other Service Provider | $27,450 | — | $27,450 |
| B&H FOTO & ELECTRONICS CORP | Other Service Provider | $26,718 | — | $26,718 |
| ALAN R. VIANI | Other Service Provider | $26,400 | — | $26,400 |
| AUNT BERTHA, A PUBLIC BENEFIT CORPO | Other Service Provider | $26,130 | — | $26,130 |
| EMPIRE OFFICE, INC. | Other Service Provider | $25,762 | — | $25,762 |
| MEDICARE RIGHTS CENTER, INC. | Other Service Provider | $25,750 | — | $25,750 |
| ANNE J. FILLORAMO | Other Service Provider | $25,435 | — | $25,435 |
| ALLISON ROSENBERG | Other Service Provider | $25,300 | — | $25,300 |
| EXPERIAN MARKETING SOLUTIONS, LLC | Other Service Provider | $24,814 | — | $24,814 |
| DELINEA INC. | Other Service Provider | $24,726 | — | $24,726 |
| FAIR HEALTH, INC. | Other Service Provider | $24,700 | — | $24,700 |
| OWNCOMPANY, INC | Other Service Provider | $24,607 | — | $24,607 |
| AMTRUST NORTH AMERICA, INC | Other Service Provider | $24,222 | — | $24,222 |
| ONEPLAN SOLUTIONS, LLC | Other Service Provider | $23,076 | — | $23,076 |
| APPLIED BUSINESS SOFTWARE INC | Other Service Provider | $22,890 | — | $22,890 |
| AAE HOLDINGS, INC | Other Service Provider | $22,500 | — | $22,500 |
| BAYARD ADVERTISING AGENCY,INC | Other Service Provider | $22,329 | — | $22,329 |
| MONGODB, INC. | Other Service Provider | $22,015 | — | $22,015 |
| THOMSON REUTERS (TAX & ACCOUNTING) | Other Service Provider | $21,954 | — | $21,954 |
| PISCATELLO DESIGN CENTRE, INC. | Other Service Provider | $21,913 | — | $21,913 |
| UNITED STAFFING SOLUTIONS, INC. | Other Service Provider | $21,069 | — | $21,069 |
| DINESH SETHI PHYSICIAN PC. | Other Service Provider | $20,281 | — | $20,281 |
| PUPPET LABS INC. | Other Service Provider | $19,930 | — | $19,930 |
| APPCAST, INC. | Other Service Provider | $19,780 | — | $19,780 |
| CARON & BLETZER, PLLC | Auditor | $18,500 | — | $18,500 |
| IMWOTH LLC | Other Service Provider | $18,484 | — | $18,484 |
| BARCLAY DAMON, LLC | ERISA Attorney | $18,365 | — | $18,365 |
| PER SCHOLAS, INC. | Other Service Provider | $18,236 | — | $18,236 |
| DIGICERT INC. | Other Service Provider | $18,000 | — | $18,000 |
| RESOURCES UNLIMITED LLC | Other Service Provider | $17,939 | — | $17,939 |
| MASSACHUSETTS ELECTRIC COMPANY | Other Service Provider | $17,882 | — | $17,882 |
| STANDARD EXTERMINATING CO.,INC | Other Service Provider | $16,701 | — | $16,701 |
| MINNA GORODNITSKY | Other Service Provider | $16,370 | — | $16,370 |
| CIRCULAR EDGE, LLC | Other Service Provider | $16,000 | — | $16,000 |
| PAYSCALE, INC. | Other Service Provider | $15,776 | — | $15,776 |
| WITHUMSMITH+BROWN, PC | Auditor | $15,600 | — | $15,600 |
| MAC FELDER INC. | Other Service Provider | $15,461 | — | $15,461 |
| CALL ONE, INC. | Other Service Provider | $15,328 | — | $15,328 |
| BEN SCHNEIDMAN | Other Service Provider | $15,074 | — | $15,074 |
| WINSTON SUPPORT SERVICES, LLC | Other Service Provider | $14,991 | — | $14,991 |
| NATIONAL HEALTH CARE ANTI-FRAUD ASS | Other Service Provider | $14,045 | — | $14,045 |
| ACCURATE ELECTRICAL CONTRACTORS COR | Other Service Provider | $14,030 | — | $14,030 |
| FIRE SERVICE, INC. | Other Service Provider | $13,882 | — | $13,882 |
| SIDLEY AUSTIN LLP | ERISA Attorney | $13,624 | — | $13,624 |
| RECRUITINGDASH, LLC | Other Service Provider | $13,575 | — | $13,575 |
| PHOTOSHELTER, INC. | Other Service Provider | $13,119 | — | $13,119 |
| JACOBSON & COMPANY INC. | Other Service Provider | $13,104 | — | $13,104 |
| DALLAS BBQ | Other Service Provider | $12,869 | — | $12,869 |
| KORN FERRY INTERNATIONAL | Other Service Provider | $12,182 | — | $12,182 |
| ISLAND PAINTING, INC. | Other Service Provider | $12,134 | — | $12,134 |
| SCHEMAN & GRANT, INC | Other Service Provider | $12,006 | — | $12,006 |
| PROVIDER RESOURCES, INC | Other Service Provider | $11,979 | — | $11,979 |
| CINTAS CORPORATION NO 2 | Other Service Provider | $11,857 | — | $11,857 |
| DAVIS VISION, INC | Other Service Provider | $11,380 | — | $11,380 |
| CENTER FOR INTERNET SECURITY, INC. | Other Service Provider | $11,214 | — | $11,214 |
| BEYONDTRUST CORPORATION | Other Service Provider | $10,950 | — | $10,950 |
| BT FLOORING SOLUTIONS, LLC | Other Service Provider | $10,859 | — | $10,859 |
| PATHFYNDER INC. | Other Service Provider | $10,800 | — | $10,800 |
| TURNAROUND CREATIVE, LLC | Other Service Provider | $10,563 | — | $10,563 |
| QUENCH USA, INC. | Other Service Provider | $10,278 | — | $10,278 |
| MCLAGAN PARTNERS INC | Other Service Provider | $10,000 | — | $10,000 |
| POWER CAPITAL MANAGEMENT INC | Other Service Provider | $9,980 | — | $9,980 |
| SMART DIGITAL SOLUTIONS, INC | Other Service Provider | $9,711 | — | $9,711 |
| ISAAC E. PARIS, JR | Other Service Provider | $9,700 | — | $9,700 |
| CAROL E. RITCHIE | Other Service Provider | $9,628 | — | $9,628 |
| ELSWITH OGALDEZ | Other Service Provider | $9,600 | — | $9,600 |
| CARLOW UNIVERSITY | Other Service Provider | $9,414 | — | $9,414 |
| T-MOBILE USA INC. | Other Service Provider | $9,411 | — | $9,411 |
| NCQA | Other Service Provider | $9,126 | — | $9,126 |
| ULINE INC. | Other Service Provider | $8,824 | — | $8,824 |
| SHRED-IT US JV LLC | Other Service Provider | $8,815 | — | $8,815 |
| FILCO CARTING CORP | Other Service Provider | $8,615 | — | $8,615 |
| CHARTER COMMUNICATIONS HOLDINGS, LL | Other Service Provider | $8,302 | — | $8,302 |
| EMPRO INSURANCE COMPANY | Other Service Provider | $8,226 | — | $8,226 |
| EYE ON YOU | Other Service Provider | $8,013 | — | $8,013 |
| THE NEW YORK STATE INSURANCE FUND | Other Service Provider | $7,943 | — | $7,943 |
| PEACHTREE DATA, INC. | Other Service Provider | $7,825 | — | $7,825 |
| CHIA JUNG CHANG | Other Service Provider | $7,500 | — | $7,500 |
| HEALTH-ISAC, INC. | Other Service Provider | $7,500 | — | $7,500 |
| COMCAST | Other Service Provider | $7,088 | — | $7,088 |
| THRIVEPASS, INC. | Other Service Provider | $6,987 | — | $6,987 |
| MICROMAGIC CO, INC. | Other Service Provider | $6,511 | — | $6,511 |
| ESKILL CORPORATION | Other Service Provider | $6,500 | — | $6,500 |
| MEDICAL EVALUATORS OF TEXAS ASO, LL | Other Service Provider | $6,390 | — | $6,390 |
| CQFLUENCY | Other Service Provider | $6,075 | — | $6,075 |
| NETRIGHT INTERMEDIATE LLC | Other Service Provider | $6,015 | — | $6,015 |
| HIGH LINE EVENT RENTALS CORP | Other Service Provider | $5,989 | — | $5,989 |
| PRIDE PRODUCTS DISTRIBUTORS LLC | Other Service Provider | $5,876 | — | $5,876 |
| P.C. RICHARD & SON LONG ISLAND COPO | Other Service Provider | $5,768 | — | $5,768 |
| MONROE COLLEGE LTD | Other Service Provider | $5,752 | — | $5,752 |
| CUNY SCHOOL OF PROFESSIONAL STUDIES | Other Service Provider | $5,532 | — | $5,532 |
| CISCO SYSTEMS CAPITAL CORPORATION | Other Service Provider | $5,470 | — | $5,470 |
| AMERICAN COACH & LIMOUSINE, INC. | Other Service Provider | $5,290 | — | $5,290 |
| BERKELEY EDUCATIONAL SERVICES OF NE | Other Service Provider | $5,250 | — | $5,250 |
| FRANKLIN UNIVERSITY | Other Service Provider | $5,250 | — | $5,250 |
| STORIX INC. | Other Service Provider | $5,034 | — | $5,034 |
| SIGNWORKS | Other Service Provider | $5,009 | — | $5,009 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- VANGUARD GROUP STAFFING — Recordkeeper
- KPMG LLP — Auditor
- MCG HEALTH, LLC — Recordkeeper
- SCHULTE ROTH & ZABEL LLP — ERISA Attorney
- THE GUARDIAN LIFE INSURANCE COMPANY — Recordkeeper
- RSM US LLP — Auditor
- GALLAGHER BENEFIT SERVICES, INC. — Investment Advisor
- CARON & BLETZER, PLLC — Auditor
- BARCLAY DAMON, LLC — ERISA Attorney
- WITHUMSMITH+BROWN, PC — Auditor
- SIDLEY AUSTIN LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,477,760
- Estimated Expense Ratio: 4.630% 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 | $128,423,642 | $75,452 | $1,561,841 | $509,712 | — |
| 2023 | $128,021,061 | $25,529 | — | $651,078 | — |
| 2022 | $115,255,336 | $24,674 | — | — | $3,702,483 |