Plan Snapshot
- Plan Sponsor: Center For Employment Opportunities
- Sponsor EIN: 133843322
- Sponsor Address: 50 BROADWAY SUITE 1604, NEW YORK, NY, 100043809
- Plan Type: 403(b)
- Total Participants: 725
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 725 | $14.8M | $643,314 | $1.5M |
| 2023 | 674 | $12.6M | $589,490 | $1.4M |
| 2022 | 732 | $10.5M | $573,430 | $1.3M |
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 |
|---|---|---|---|---|
| GRANT THORTON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORTON — 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 | $12,411 | — | $12,411 | — | — |
| 2023 | $12,128 | — | $12,128 | — | — |
| 2022 | $10,564 | — | $10,564 | — | — |