Plan Snapshot
- Plan Sponsor: Bronx Harbor Healthcare Complex, INC.
- Sponsor EIN: 133772916
- Sponsor Address: 2000 E GUN HILL RD, BRONX, NY, 10469
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $24.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 188 | $24.1M | $323,194 | $740,225 |
| 2023 | 184 | $21.4M | $264,539 | $760,418 |
| 2022 | 163 | $20.5M | $282,718 | $822,599 |
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 | $10,500 | — | $10,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,500
- Estimated Expense Ratio: 0.044% 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 | $57,971 | $47,471 | — | $10,500 | — |
| 2023 | $72,816 | $60,076 | — | $9,800 | — |
| 2022 | $80,437 | — | $80,437 | — | — |