Plan Snapshot
- Plan Sponsor: Mental Health Association Of Nassau County, INC
- Sponsor EIN: 111710983
- Sponsor Address: 16 MAIN STREET, HEMPSTEAD, NY, 115504020
- Plan Type: 403(b)
- Total Participants: 135
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 135 | $2.0M | $0 | $153,394 |
| 2023 | 134 | $1.7M | $0 | $103,322 |
| 2022 | 142 | $1.9M | $0 | $121,389 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $19,910 | $5,200 | $14,710 | — | — |
| 2023 | $3,332 | — | $3,332 | — | — |
| 2022 | $619 | — | — | — | — |