Plan Snapshot
- Plan Sponsor: Community Service Society Of New York 403(B) Plan
- Sponsor EIN: 135562202
- Sponsor Address: 633 3RD AVENUE, NEW YORK, NY, 100176706
- Plan Type: 403(b)
- Total Participants: 120
- Total Assets: $15.3M
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 | 120 | $15.3M | $232,848 | $1.1M |
| 2023 | 152 | $13.8M | $205,787 | $916,278 |
| 2022 | 138 | $11.4M | $184,494 | $849,352 |
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 |
|---|---|---|---|---|
| DORFMAN ABRAMS MUSIC, LLC | 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 | $55,862 | $39,909 | $15,953 | — | — |
| 2023 | $55,406 | — | $55,406 | — | — |
| 2022 | $58,087 | — | — | — | $58,087 |