Plan Snapshot
- Plan Sponsor: New York Blood Center
- Sponsor EIN: 131949477
- Sponsor Address: 310 EAST 67TH STREET, NEW YORK, NY, 10065
- Plan Type: 403(b)
- Total Participants: 2,579
- Total Assets: $505.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 2,579 | $505.2M | $8.5M | $14.5M |
| 2023 | 2,629 | $466.5M | $8.5M | $12.7M |
| 2022 | 2,398 | $416.3M | $6.9M | $11.0M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $300,073 | — | $300,073 |
| ONEDIGITAL INVESTMENT ADVISORS | NONE | $147,000 | — | $147,000 |
| JACKSON LEWIS P.C. | NONE | $34,895 | — | $34,895 |
| CLIFTONLARSONALLEN LLP | NONE | $24,150 | — | $24,150 |
| THE VARIABLE ANNUITY LIFE INSURANCE | NONE | $19,236 | — | $19,236 |
| NEW YORK BLOOD CENTER | NONE | $14,910 | — | $14,910 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- ONEDIGITAL INVESTMENT ADVISORS — NONE
- JACKSON LEWIS P.C. — NONE
- CLIFTONLARSONALLEN LLP — NONE
- THE VARIABLE ANNUITY LIFE INSURANCE — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $540,264
- Estimated Expense Ratio: 0.107% 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 | $540,264 | $154,640 | $9,976 | $24,150 | — |
| 2023 | $452,433 | $149,747 | $288 | $19,600 | — |
| 2022 | $411,201 | $147,000 | $25,336 | — | — |