Plan Snapshot
- Plan Sponsor: Lich At Nyu Langone Health
- Sponsor EIN: 111704595
- Sponsor Address: 101 HOSPITAL ROAD, E PATCHOGUE, NY, 11772
- Plan Type: 401(k)
- Total Participants: 1,964
- Total Assets: $288.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,964 | $288.2M | $7.2M | $10.9M |
| 2023 | 1,605 | $269.9M | $6.7M | $9.5M |
| 2022 | 1,457 | $247.0M | $6.3M | $9.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $337,738 | — | $337,738 |
| FORVIS LLP | AUDITOR | $25,875 | — | $25,875 |
| FORVIS MAZARS, LLP | Auditor | $25,875 | — | $25,875 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $389,488
- Estimated Expense Ratio: 0.135% 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 | $466,305 | — | — | $25,875 | — |
| 2023 | $87,535 | $6,250 | $57,185 | $24,100 | — |
| 2022 | $82,755 | — | $51,255 | — | $29,000 |