# Harlem Rbi 403(b) Plan
Source: https://planprovider.pro/companies/harlem-rbi-403b-plan

> Harlem Rbi's 403(b) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| WELLS FARGO CLEARING SERVICES, LLC|SERVICE PROVIDER|—|$19,337|$19,337|

| CBIZ CPAS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WELLS FARGO CLEARING SERVICES, LLC](https://planprovider.pro/provider/wells-fargo-clearing-services-llc) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $19,337

- **Estimated Expense Ratio:** 0.318% 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|$30,348|—|$30,098|—|—|

| 2023|$23,129|—|$23,129|—|—|

| 2022|$20,362|—|$20,362|—|—|

## Similar Plans

- [Green Vale School](https://planprovider.pro/companies/green-vale-school-403b-plan) — 112 participants

- [Paul Smith'S College Of Arts And Sciences](https://planprovider.pro/companies/paul-smith-s-college-of-arts-and-sciences-403b-plan) — 112 participants

- [Community Program Centers Of Long Island INC.](https://planprovider.pro/companies/community-program-centers-of-long-island-inc-403b-plan-002) — 112 participants

- [Trinity-Pawling School](https://planprovider.pro/companies/trinity-pawling-school-403b-plan) — 112 participants

- [Birch Wathen Lenox School](https://planprovider.pro/companies/birch-wathen-lenox-school-403b-plan) — 113 participants

- [The Ross School](https://planprovider.pro/companies/the-ross-school-403b-plan-001) — 111 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/harlem-rbi-403b-plan)

© 2026 PlanProvider.Pro