Plan Snapshot
- Plan Sponsor: Field Home-Holy Comforter
- Sponsor EIN: 131740107
- Sponsor Address: 2302 CATHERINE STREET, CORTLANDT MANOR, NY, 10568
- Plan Type: 403(b)
- Total Participants: 4
- Total Assets: $9.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4 | $9.8M | $16,622 | $29,350 |
| 2023 | 4 | $10.1M | $12,878 | $30,800 |
| 2022 | 4 | $9.4M | $7,206 | $25,080 |
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 |
|---|---|---|---|---|
| ASPIRE ADVISORS | Other Service Provider | $17,994 | — | $17,994 |
| BPAS | Recordkeeper | $12,724 | — | $12,724 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPAS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,718
- Estimated Expense Ratio: 0.313% 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 | $30,592 | $17,994 | — | — | — |
| 2023 | $29,766 | — | — | — | — |
| 2022 | $32,964 | — | $32,964 | — | — |