Plan Snapshot
- Plan Sponsor: Educators For Excellence
- Sponsor EIN: 273382030
- Sponsor Address: 80 PINE ST FL 28, NEW YORK, NY, 100051733
- Plan Type: 401(k)
- Total Participants: 53
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 53 | $4.9M | $111,783 | $377,287 |
| 2023 | 53 | $4.1M | $101,257 | $354,596 |
| 2022 | 72 | $3.2M | $84,865 | $327,993 |
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 |
|---|---|---|---|---|
| CONDON, O'MEARA, MCGINTY & DONNELLY | 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 | $1,487 | $448 | — | — | — |
| 2023 | $1,366 | $108 | — | — | — |
| 2022 | $1,068 | — | $1,068 | — | — |