Plan Snapshot
- Plan Sponsor: Mental Health Association In Orange County, INC.
- Sponsor EIN: 146024124
- Sponsor Address: 73 JAMES P. KELLY WAY, MIDDLETOWN, NY, 10940
- Plan Type: 403(b)
- Total Participants: 126
- Total Assets: $814,649
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 126 | $814,649 | $43,915 | $126,821 |
| 2023 | 139 | $603,201 | $50,275 | $116,597 |
| 2022 | 145 | $408,493 | $16,325 | $95,198 |
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 |
|---|---|---|---|---|
| RBT CPA'S | 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 | $101,436 | — | $620 | — | — |
| 2023 | $1,274 | $1,274 | — | — | — |
| 2022 | $987 | $987 | — | — | — |