Plan Snapshot
- Plan Sponsor: National September 11 Memorial And Museum At The World Trade Center
- Sponsor EIN: 611745872
- Sponsor Address: 200 LIBERTY CENTER, NEW YORK, NY, 10281
- Plan Type: 403(b)
- Total Participants: 293
- Total Assets: $42.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 293 | $42.5M | $1.7M | $1.5M |
| 2023 | 257 | $36.7M | $1.3M | $1.4M |
| 2022 | 212 | $30.3M | $856,792 | $1.2M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | $9,800 | — | $9,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,800
- Estimated Expense Ratio: 0.023% 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 | $62,003 | $26,225 | — | $9,800 | — |
| 2023 | $60,557 | $27,522 | — | $17,700 | — |
| 2022 | $52,283 | $26,660 | — | — | $17,100 |