Plan Snapshot
- Plan Sponsor: Nassau Suffolk Services For The Autistic INC.
- Sponsor EIN: 112669753
- Sponsor Address: 80 HAUPPAUGE ROAD, COMMACK, NY, 117254402
- Plan Type: 403(b)
- Total Participants: 139
- Total Assets: $6.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 139 | $6.6M | $306,669 | $306,322 |
| 2023 | 127 | $5.6M | $262,742 | $276,345 |
| 2022 | 111 | $4.5M | $197,546 | $289,404 |
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 INSURANCE | RECORDKEEPER | $20,083 | — | $20,083 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $18,133 | — | $18,133 |
| B RILEY WEALTH ADVISORS INC | INVESTMENT ADVISOR | $16,240 | — | $16,240 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,456
- Estimated Expense Ratio: 0.831% 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 | $56,143 | — | $56,143 | — | — |
| 2023 | $46,091 | — | $46,091 | — | — |
| 2022 | $50,932 | — | $50,932 | — | — |