Plan Snapshot
- Plan Sponsor: Henry Viscardi School
- Sponsor EIN: 112024514
- Sponsor Address: 201 I U WILLETS ROAD, ALBERTSON, NY, 115071516
- Plan Type: 403(b)
- Total Participants: 167
- Total Assets: $54.3M
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 | 167 | $54.3M | $245,608 | $303,151 |
| 2023 | 174 | $49.8M | $272,406 | $345,620 |
| 2022 | 172 | $47.6M | $310,539 | $379,959 |
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 |
|---|---|---|---|---|
| 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 — Auditor
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 | $19,662 | $19,378 | — | — | — |
| 2023 | $28,112 | $19,928 | — | $8,000 | — |
| 2022 | $26,086 | $25,779 | $307 | — | — |