# Bronxcare Health System DB Plan
Source: https://planprovider.pro/companies/bronxcare-health-system-plan-003

> Bronxcare Health System's DB plan: 648 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:** DB

- **Total Participants:** 648

- **Total Assets:** $311.2M

## 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|648|$311.2M|$12.2M|$0|

| 2023|589|$276.4M|$11.6M|$0|

| 2022|571|$236.5M|$11.6M|$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|$348,801|—|$348,801|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PRINCIPAL TRUST CO.](https://planprovider.pro/provider/principal-financial-group-inc) — CONSULTANT

- [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:** $348,801

- **Estimated Expense Ratio:** 0.112% 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|$348,802|$348,802|—|—|—|

| 2023|$365,775|$365,775|—|—|—|

| 2022|$534,755|$534,755|—|—|—|

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