Plan Snapshot
- Plan Sponsor: Congregation Of The Daughters Of Divine Charity, INC.
- Sponsor EIN: 135562407
- Sponsor Address: 850 HYLAN BLVD, STATEN ISLAND, NY, 103052021
- Plan Type: 403(b)
- Total Participants: 221
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 221 | $9.2M | $0 | $0 |
| 2024 | 163 | $8.5M | $204,297 | $302,088 |
| 2023 | 154 | $7.4M | $195,420 | $291,475 |
| 2022 | 106 | $6.9M | $204,487 | $332,278 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2025 | $1,333 | — | — | — | — |
| 2024 | $944 | — | — | — | — |
| 2023 | $179 | — | — | — | — |
| 2022 | $1,145 | — | — | — | — |