Plan Snapshot
- Plan Sponsor: New Vision Home Care Services, LLC
- Sponsor EIN: 452460065
- Sponsor Address: 37 SAW MILL RIVER ROAD, SUITE 200, HAWTHORNE, NY, 10532
- Plan Type: DC
- Total Participants: 61
- Total Assets: $82,349
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 61 | $82,349 | $0 | $0 |
| 2023 | 219 | $133,895 | $0 | $0 |
| 2022 | 233 | $142,619 | $0 | $0 |
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 |
|---|---|---|---|---|
| KRONICK KALADA BERDY & CO., P.C. | Auditor | $21,000 | — | $21,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRONICK KALADA BERDY & CO., P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,000
- Estimated Expense Ratio: 25.501% 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 | $33,255 | $550 | $11,705 | $21,000 | — |
| 2023 | $17,377 | $4,377 | — | $13,000 | — |
| 2022 | $21,619 | $21,619 | — | — | — |