Plan Snapshot
- Plan Sponsor: Head Injury Association INC.
- Sponsor EIN: 112946185
- Sponsor Address: 300 KENNEDY DRIVE, HAUPPAUGE, NY, 11788
- Plan Type: 403(b)
- Total Participants: 414
- Total Assets: $7.8M
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 | 414 | $7.8M | $251,114 | $508,927 |
| 2023 | 411 | $7.0M | $221,167 | $431,326 |
| 2022 | 434 | $6.5M | $222,491 | $529,203 |
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 |
|---|---|---|---|---|
| BDO USA, LLP | Auditor | — | — | $0 |
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 | $44,283 | $22,146 | — | — | — |
| 2023 | $38,795 | $21,164 | — | — | — |
| 2022 | $36,355 | — | $36,355 | — | — |