Plan Snapshot
- Plan Sponsor: Long Island Select Healthcare, INC.
- Sponsor EIN: 471001464
- Sponsor Address: 159 CARLETON AVE, CENTRAL ISLIP, NY, 11722
- Plan Type: 403(b)
- Total Participants: 147
- Total Assets: $4.6M
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 | 147 | $4.6M | $225,000 | $453,000 |
| 2023 | 130 | $3.9M | $866,089 | $420,048 |
| 2022 | 124 | $2.4M | $0 | $470,026 |
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 |
|---|---|---|---|---|
| HARBOUR FINANCIAL | Investment Advisor | $12,316 | — | $12,316 |
| PCS RETIREMENT, LLC | Recordkeeper | $10,239 | — | $10,239 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCS RETIREMENT, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,555
- Estimated Expense Ratio: 0.494% 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 | $38,339 | $12,316 | $3,403 | — | — |
| 2023 | $34,036 | $23,946 | $10,090 | — | — |
| 2022 | $12,352 | $781 | $11,571 | — | — |