Plan Snapshot
- Plan Sponsor: Family Services Of Westchester, INC.
- Sponsor EIN: 131773419
- Sponsor Address: 2975 WESTCHESTER AVE STE 401, PURCHASE, NY, 105772580
- Plan Type: 403(b)
- Total Participants: 669
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 669 | $11.9M | $368,294 | $557,624 |
| 2023 | 639 | $10.5M | $333,635 | $484,696 |
| 2022 | 442 | $9.2M | $570,501 | $469,201 |
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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | 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 | $10,016 | — | — | — | — |
| 2023 | $4,168 | — | — | — | — |
| 2022 | $4,352 | — | $4,352 | — | — |