Plan Snapshot
- Plan Sponsor: Bronxcare Health System
- Sponsor EIN: 131974191
- Sponsor Address: 1276 FULTON AVENUE, BRONX, NY, 10456
- Plan Type: DB
- Total Participants: 21
- Total Assets: $2.5M
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 | 21 | $2.5M | $131,477 | $0 |
| 2023 | 29 | $27.5M | $304,167 | $0 |
| 2022 | 28 | $31.4M | $1.3M | $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 |
|---|---|---|---|---|
| PRINCIPAL TRUST CO. | CONSULTANT | $20,601 | — | $20,601 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRINCIPAL TRUST CO. — CONSULTANT
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,601
- Estimated Expense Ratio: 0.810% 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 | $20,601 | $20,601 | — | — | — |
| 2023 | $48,262 | $48,262 | — | — | — |
| 2022 | $50,807 | $50,807 | — | — | — |