Plan Snapshot
- Plan Sponsor: New York Independent System Operator
- Sponsor EIN: 141815612
- Sponsor Address: 10 KREY BOULEVARD, RENSSELAER, NY, 12144
- Plan Type: DB
- Total Participants: 168
- Total Assets: $23.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 168 | $23.4M | $1.6M | $0 |
| 2023 | 182 | $22.7M | $0 | $0 |
| 2022 | 197 | $23.7M | $2.6M | $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 |
|---|---|---|---|---|
| BST & CO. CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BST & CO. CPAS, 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 | $134,967 | $57,003 | — | — | — |
| 2023 | $137,993 | $57,295 | — | — | — |
| 2022 | $134,902 | $56,671 | — | — | $78,231 |