Plan Snapshot
- Plan Sponsor: New York City Mission Society
- Sponsor EIN: 135562301
- Sponsor Address: 646 MALCOLM X BOULEVARD, NEW YORK, NY, 10037
- Plan Type: 403(b)
- Total Participants: 74
- Total Assets: $4.8M
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 | 74 | $4.8M | $258,109 | $228,715 |
| 2023 | 73 | $4.3M | $249,761 | $213,058 |
| 2022 | 66 | $3.5M | $291,317 | $219,308 |
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 |
|---|---|---|---|---|
| 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: $0
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 | $10,027 | $6,307 | $3,720 | — | — |
| 2023 | $11,922 | $5,523 | $6,399 | — | — |
| 2022 | $7,718 | $3,930 | $3,788 | — | — |