# Mental Health Association In Orange County, INC. 403(b) Plan
Source: https://planprovider.pro/companies/mental-health-association-in-orange-county-inc-403b-plan

> Mental Health Association In Orange County, INC.'s 403(b) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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