# Bronxcare Health System 403(b) Plan
Source: https://planprovider.pro/companies/bronxcare-health-system-403b-plan

> Bronxcare Health System's 403(b) plan: 855 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bronxcare Health System

- **Sponsor EIN:** 131974191

- **Sponsor Address:** 1276 FULTON AVENUE, BRONX, NY, 10456

- **Plan Type:** 403(b)

- **Total Participants:** 855

- **Total Assets:** $135.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|855|$135.7M|$7.9M|$0|

| 2023|853|$123.0M|$7.5M|$0|

| 2022|865|$105.8M|$7.2M|$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|

| VALIC RETIREMENT SERVICE CO|NONE|$278,541|—|$278,541|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $278,541

- **Estimated Expense Ratio:** 0.205% 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|$278,541|—|$278,541|—|—|

| 2023|$276,966|—|$276,966|—|—|

| 2022|$286,232|—|$286,232|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bronxcare-health-system-403b-plan)

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