Plan Snapshot
- Plan Sponsor: Greenwich House, INC.
- Sponsor EIN: 135562204
- Sponsor Address: 27 BARROW ST, NEW YORK, NY, 100143823
- Plan Type: 403(b)
- Total Participants: 127
- Total Assets: $6.5M
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 | 127 | $6.5M | $228,133 | $560,490 |
| 2023 | 154 | $5.7M | $0 | $553,841 |
| 2022 | 170 | $4.7M | $113,187 | $579,659 |
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 |
|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | Investment Advisor | — | $14,524 | $14,524 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $7,062 | — | $7,062 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,586
- Estimated Expense Ratio: 0.332% 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 | $7,062 | — | $7,062 | — | — |
| 2023 | $4,440 | — | $4,440 | — | — |
| 2022 | $4,713 | — | $4,713 | — | — |