Plan Snapshot
- Plan Sponsor: Harlem Rbi
- Sponsor EIN: 134025290
- Sponsor Address: 1991 SECOND AVE, NEW YORK, NY, 10029
- Plan Type: 403(b)
- Total Participants: 112
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 112 | $6.1M | $270,650 | $497,570 |
| 2023 | 215 | $5.1M | $214,817 | $424,500 |
| 2022 | 99 | $4.1M | $220,231 | $411,794 |
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 |
|---|---|---|---|---|
| CBIZ CPAS, 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 |
|---|---|---|---|---|---|
| 2024 | $30,348 | — | $30,098 | — | — |
| 2023 | $23,129 | — | $23,129 | — | — |
| 2022 | $20,362 | — | $20,362 | — | — |