Plan Snapshot
- Plan Sponsor: East River Medical Imaging
- Sponsor EIN: 133279361
- Sponsor Address: 519 EAST 72ND STREET, SUITE 103, NEW YORK, NY, 10021
- Plan Type: DC
- Total Participants: 139
- Total Assets: $21.0M
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 | 139 | $21.0M | $0 | $1.0M |
| 2023 | 146 | $18.7M | $0 | $1.0M |
| 2022 | 136 | $15.4M | $0 | $915,289 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | Investment Advisor | $39,195 | — | $39,195 |
| EMPOWER LIFE & ANNUITY | Recordkeeper | $35,443 | — | $35,443 |
| GELMAN PENSION CONSULTING, INC. | Other Service Provider | $5,250 | $10,000 | $15,250 |
| EMPOWER ADVISORY GROUP | Investment Advisor | $6,063 | — | $6,063 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,951
- Estimated Expense Ratio: 0.456% 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 | $85,951 | $85,951 | — | — | — |
| 2023 | $73,787 | $73,787 | — | — | — |
| 2022 | $79,226 | $79,226 | — | — | — |