Plan Snapshot
- Plan Sponsor: Gateway School Of New York
- Sponsor EIN: 132572597
- Sponsor Address: 211 W 61ST STREET, 6TH FLOOR, NEW YORK, NY, 10023
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 210
- Total Assets: $20.3M
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. |
|---|---|---|---|---|
| 2025 | 210 | $20.3M | $0 | $0 |
| 2024 | 60 | $18.1M | $251,686 | $451,162 |
| 2023 | 58 | $16.2M | $250,323 | $427,330 |
| 2022 | 75 | $14.1M | $241,636 | $423,892 |
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 |
|---|---|---|---|---|
| GRASSI & CO. CPA'S P.C. | 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 |
|---|---|---|---|---|---|
| 2025 | $1,316,948 | — | $5,058 | — | — |
| 2024 | $9,078 | — | $9,078 | — | — |
| 2023 | $4,147 | — | $4,147 | — | — |
| 2022 | $10,450 | — | $10,450 | — | — |