Plan Snapshot
- Plan Sponsor: Inwood Community Services, INC.
- Sponsor EIN: 133087407
- Sponsor Address: 651 ACADEMY ST FL 2ND, NEW YORK, NY, 10034
- Plan Type: 403(b)
- Total Participants: 268
- Total Assets: $1.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 268 | $1.0M | $157,511 | $83,857 |
| 2023 | 386 | $689,895 | $164,435 | $103,272 |
| 2022 | 268 | $353,586 | $200,205 | $75,268 |
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 | $28,868 | — | $28,868 | — | — |
| 2023 | $28,034 | — | $28,034 | — | — |
| 2022 | $17,623 | — | $17,623 | — | — |