Plan Snapshot
- Plan Sponsor: Methodist Church Home
- Sponsor EIN: 131740003
- Sponsor Address: 4499 MANHATTAN COLLEGE PKWY, RIVERDALE, NY, 104713919
- Plan Type: 403(b)
- Total Participants: 170
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 170 | $8.5M | $106,655 | $607,756 |
| 2023 | 166 | $7.2M | $106,735 | $549,607 |
| 2022 | 180 | $5.6M | $95,394 | $481,351 |
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 |
|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | Recordkeeper | $13,188 | — | $13,188 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS, INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,188
- Estimated Expense Ratio: 0.155% of plan assets
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 | $13,188 | — | $5,273 | — | — |
| 2023 | $11,489 | — | $5,171 | — | — |
| 2022 | $14,177 | — | $14,177 | — | — |