# Harlem Village Academy Charter School 403(b) Plan
Source: https://planprovider.pro/companies/harlem-village-academy-charter-school-403b-plan

> Harlem Village Academy Charter School's 403(b) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Harlem Village Academy Charter School

- **Sponsor EIN:** 223880680

- **Sponsor Address:** 35 WEST 124TH STREET, NEW YORK, NY, 100275634

- **Plan Type:** 403(b)

- **Total Participants:** 198

- **Total Assets:** $16.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|198|$16.0M|$411,009|$957,419|

| 2023|189|$13.9M|$444,140|$971,948|

| 2022|207|$11.7M|$423,184|$1.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$112,646|—|$112,646|

| ROCKEFELLER CAPITAL MANAGEMENT|OTHER SERVICES|—|$35,836|$35,836|

| PKF O'CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $148,482

- **Estimated Expense Ratio:** 0.931% 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|$107,845|—|$107,845|—|—|

| 2023|$89,710|—|$89,710|—|—|

| 2022|$93,230|—|$93,230|—|—|

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