Plan Snapshot
- Plan Sponsor: Community Resource Center For The Developmentally Disabled, INC.
- Sponsor EIN: 132954788
- Sponsor Address: 1776 EASTCHESTER ROAD, BRONX, NY, 10461
- Plan Type: 403(b)
- Total Participants: 139
- Total Assets: $4.2M
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 | 139 | $4.2M | $44,706 | $117,043 |
| 2023 | 157 | $4.1M | $69,261 | $119,883 |
| 2022 | 196 | $5.8M | $103,406 | $192,024 |
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 |
|---|---|---|---|---|
| FM INTERNATIONAL | Recordkeeper | $20,804 | $2,831 | $23,635 |
| NATIONWIDE | Recordkeeper | $16,558 | — | $16,558 |
| AMERICAN PORTFOLIOS FINANCIAL SVCS | Other Service Provider | — | $7,935 | $7,935 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,128
- Estimated Expense Ratio: 1.150% 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 | $26,863 | — | — | — | — |
| 2023 | $19,378 | — | — | — | — |
| 2022 | $22,483 | — | $22,483 | — | — |