Plan Snapshot
- Plan Sponsor: New Visions For Public Schools
- Sponsor EIN: 133538961
- Sponsor Address: 205 EAST 42ND STREET, NEW YORK, NY, 10017
- Plan Type: 403(b)
- Total Participants: 542
- Total Assets: $73.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 542 | $73.9M | $4.5M | $3.8M |
| 2023 | 660 | $66.6M | $5.1M | $4.0M |
| 2022 | 719 | $52.7M | $4.1M | $4.0M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $19,950 | — | $19,950 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,950
- Estimated Expense Ratio: 0.027% 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 | $402,567 | $234,783 | $34,480 | $19,950 | — |
| 2023 | $278,235 | $196,045 | $46,174 | $18,391 | — |
| 2022 | $102,751 | $102,751 | — | — | — |