Plan Snapshot
- Plan Sponsor: Community Health Project D/B/A Callen-Lorde Community Health Center
- Sponsor EIN: 133409680
- Sponsor Address: 356 WEST 18TH STREET, NEW YORK, NY, 100114401
- Plan Type: DC
- Total Participants: 414
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 414 | $15.0M | $300,438 | $1.6M |
| 2023 | 435 | $12.9M | $260,663 | $1.6M |
| 2022 | 450 | $10.3M | $238,529 | $1.5M |
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 |
|---|---|---|---|---|
| T. ROWE PRICE | CONTRACT ADMINISTRATOR | $69,530 | — | $69,530 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHNREZNICK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,530
- Estimated Expense Ratio: 0.463% 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 | $69,530 | — | $69,530 | — | — |
| 2023 | $39,996 | — | $39,996 | — | — |
| 2022 | $31,532 | — | $31,532 | — | — |