# Independent Group Home Living Program, INC. 403(b) Plan
Source: https://planprovider.pro/companies/independent-group-home-living-program-inc-403b-plan

> Independent Group Home Living Program, INC.'s 403(b) plan: 3,448 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Independent Group Home Living Program, INC.

- **Sponsor EIN:** 112458584

- **Sponsor Address:** 60 MONTAUK HWY, EAST MORICHES, NY, 119401140

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

- **Total Participants:** 3,448

- **Total Assets:** $57.2M

## 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|3,448|$57.2M|$1.3M|$7.7M|

| 2023|2,445|$46.3M|$933,667|$6.6M|

| 2022|2,316|$37.2M|$1.1M|$5.6M|

## 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|$381,824|—|$381,824|

| FOCUSED WEALTH MANAGEMENT, INC.|INVESTMENT ADVISORY|—|$79,557|$79,557|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $461,381

- **Estimated Expense Ratio:** 0.806% 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|$327,209|—|$327,209|—|—|

| 2023|$302,511|—|$302,511|—|—|

| 2022|$217,995|—|$217,995|—|—|

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