Plan Snapshot
- Plan Sponsor: Kripalu Center For Yoga And Health
- Sponsor EIN: 231718197
- Sponsor Address: 57 INTERLAKEN ROAD, STOCKBRIDGE, MA, 01262
- Plan Type: 403(b)
- Total Participants: 345
- Total Assets: $5.6M
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 | 345 | $5.6M | $0 | $372,907 |
| 2023 | 359 | $5.7M | $0 | $349,205 |
| 2022 | 327 | $5.4M | $0 | $317,081 |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $14,350 | — | $14,350 |
| GLOBAL RETIREMENT PARTNERS, LLC | Investment Advisor | $6,449 | — | $6,449 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
- GLOBAL RETIREMENT PARTNERS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,799
- Estimated Expense Ratio: 0.369% 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 | $21,153 | — | — | — | — |
| 2023 | $14,407 | — | — | — | — |
| 2022 | $9,583 | — | — | — | — |