Plan Snapshot
- Plan Sponsor: Heritage Health And Housing, I
- Sponsor EIN: 132661509
- Sponsor Address: 416 W 127TH ST, NEW YORK, NY, 100272516
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 84
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 84 | $3.0M | $36,323 | $303,305 |
| 2023 | 94 | $2.6M | $38,455 | $280,678 |
| 2022 | 103 | $2.1M | $25,761 | $261,506 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | 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 | $1,825 | — | — | — | — |
| 2023 | $1,313 | — | — | — | — |
| 2022 | $880 | — | — | — | — |