Plan Snapshot
- Plan Sponsor: Mott Haven Academy Charter School
- Sponsor EIN: 113833210
- Sponsor Address: 170 BROWN PLACE, BRONX, NY, 10454
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 92
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 92 | $7.5M | $191,127 | $322,641 |
| 2023 | 101 | $6.3M | $171,426 | $332,215 |
| 2022 | 98 | $5.2M | $179,642 | $326,945 |
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 |
|---|---|---|---|---|
| BDO USA, 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 | $2,282 | $12 | $2,120 | — | — |
| 2023 | $3,130 | — | $3,130 | — | — |
| 2022 | $3,125 | — | $3,125 | — | — |