Plan Snapshot
- Plan Sponsor: John E. Andrus Memorial, INC.
- Sponsor EIN: 135596795
- Sponsor Address: 185 OLD BROADWAY, HASTINGS ON HUDSON, NY, 10706
- Plan Type: DC
- Total Participants: 70
- Total Assets: $4.3M
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 | 70 | $4.3M | $143,512 | $199,659 |
| 2023 | 66 | $3.9M | $192,921 | $191,273 |
| 2022 | 72 | $3.2M | $168,737 | $157,805 |
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 | $24,695 | $9,782 | — | — | — |
| 2023 | $21,001 | $8,327 | — | — | — |
| 2022 | $23,655 | — | — | — | — |