Plan Snapshot
- Plan Sponsor: Little Flower Children And Family Svc Of Ny
- Sponsor EIN: 111633572
- Sponsor Address: 2450 N WADING RIVER RD, WADING RIVER, NY, 117921402
- Plan Type: 403(b)
- Total Participants: 500
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 500 | $10.9M | $536,249 | $681,746 |
| 2023 | 641 | $9.4M | $286,526 | $638,822 |
| 2022 | 650 | $8.1M | $157,096 | $572,411 |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | 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 | $78,397 | — | $78,397 | — | — |
| 2023 | $49,560 | — | $49,560 | — | — |
| 2022 | $10,943 | — | $10,943 | — | — |