Plan Snapshot
- Plan Sponsor: Burke Rehabilitation Hospital
- Sponsor EIN: 131739937
- Sponsor Address: 785 MAMARONECK AVE, WHITE PLAINS, NY, 10605
- Plan Type: DC
- Total Participants: 1,393
- Total Assets: $62.3M
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 | 1,393 | $62.3M | $2.9M | $5.6M |
| 2023 | 1,331 | $48.7M | $2.2M | $5.1M |
| 2022 | 1,285 | $36.8M | $2.0M | $4.7M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | -$2,380 | — | — | — | — |
| 2023 | -$2,909 | — | — | — | — |
| 2022 | $2,874 | — | — | — | — |