Plan Snapshot
- Plan Sponsor: Mental Health Association Of Rockland County, INC.
- Sponsor EIN: 132574845
- Sponsor Address: 140 ROUTE 303, VALLEY COTTAGE, NY, 10989
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $402,614 | $100,636 | $136,242 |
| 2023 | 120 | $6.0M | $238,836 | $281,346 |
| 2022 | 126 | $5.1M | $251,790 | $281,331 |
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 |
|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSUR CO NY | Recordkeeper | $23,485 | — | $23,485 |
| PENSERV, INC. | Other Service Provider | $1,775 | $3,528 | $5,303 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,788
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $24,595 | — | $24,595 | — | — |
| 2023 | $28,305 | — | $28,305 | — | — |
| 2022 | $29,725 | — | $29,725 | — | — |