Plan Snapshot
- Plan Sponsor: Community Health Action Of Staten Island, INC.
- Sponsor EIN: 133556132
- Sponsor Address: 26 BAY STREET, 4TH FLOOR, STATEN ISLAND, NY, 10301
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 136 | $3.2M | $124,671 | $231,299 |
| 2023 | 140 | $2.8M | $89,548 | $219,830 |
| 2022 | 125 | $2.5M | $56,356 | $150,429 |
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 |
|---|---|---|---|---|
| COHNREZNICK, 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 | $23,472 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $9,818 | — | — | — | — |