Plan Snapshot
- Plan Sponsor: Mdrc
- Sponsor EIN: 237379473
- Sponsor Address: 200 VESEY ST., NEW YORK, NY, 10281
- Plan Type: 403(b)
- Total Participants: 333
- Total Assets: $64.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 333 | $64.8M | $0 | $3.6M |
| 2023 | 360 | $53.6M | $0 | $3.2M |
| 2022 | 331 | $43.0M | -$2,060 | $2.8M |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PLLC — 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 | $79,789 | $17,217 | — | — | — |
| 2023 | $58,845 | $10,736 | — | — | — |
| 2022 | $81,040 | $17,973 | — | — | — |