Plan Snapshot
- Plan Sponsor: Bronx Harbor Health Care Complex, INC. Dba Kings Harbor Multicare Cent
- Sponsor EIN: 133772916
- Sponsor Address: 2000 E GUNN HILL RD, BRONX, NY, 10469
- Plan Type: DC
- Total Participants: 502
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 502 | $5.9M | $0 | $542,238 |
| 2023 | 451 | $5.4M | $0 | $494,323 |
| 2022 | 413 | $4.1M | $0 | $520,463 |
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 |
|---|---|---|---|---|
| CUOMO, WINTERS& SCHMIDT | Auditor | $10,400 | — | $10,400 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,400
- Estimated Expense Ratio: 0.178% 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 | $27,291 | $15,088 | — | $10,400 | — |
| 2023 | $28,771 | $16,973 | — | $9,800 | — |
| 2022 | $26,630 | — | $26,630 | — | — |