Plan Snapshot
- Plan Sponsor: Cooke School And Institute
- Sponsor EIN: 133396691
- Sponsor Address: 1713 MADISON AVE, NEW YORK, NY, 10029
- Plan Type: 403(b)
- Total Participants: 292
- Total Assets: $24.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 292 | $24.0M | $958,765 | $1.1M |
| 2023 | 310 | $20.4M | $899,058 | $1.0M |
| 2022 | 261 | $16.8M | $797,241 | $947,614 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 |
|---|---|---|---|---|---|
| 2024 | $93,760 | $39,393 | — | — | — |
| 2023 | $49,974 | $18,779 | — | — | — |
| 2022 | $3,937 | — | — | — | — |