Plan Snapshot
- Plan Sponsor: Ludwig Institute For Cancer Research, Ltd
- Sponsor EIN: 237121131
- Sponsor Address: 600 THIRD AVENUE, FLOOR 32, NEW YORK, NY, 10016
- Plan Type: 403(b)
- Total Participants: 10
- Total Assets: $39.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 10 | $39.6M | $240,897 | $214,408 |
| 2023 | 14 | $42.8M | $634,394 | $557,497 |
| 2022 | 38 | $45.7M | $969,017 | $786,974 |
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 |
|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP. | Other Service Provider | — | $14,649 | $14,649 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,649
- Estimated Expense Ratio: 0.037% 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 | $1,669 | — | $1,669 | — | — |
| 2023 | $2,093 | — | $2,093 | — | — |
| 2022 | $4,137 | — | $4,137 | — | — |