# New York Independent System Operator DB Plan
Source: https://planprovider.pro/companies/new-york-independent-system-operator-plan-002

> New York Independent System Operator's DB plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MATRIX TRUST COMPANY|NONE|$77,964|—|$77,964|

| MORGAN STANLEY SMITH BARNEY LLC|NONE|$57,003|—|$57,003|

| BST & CO. CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — NONE

- [BST & CO. CPAS, LLP](https://planprovider.pro/provider/bst-and-co-cpas-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $134,967

- **Estimated Expense Ratio:** 0.578% 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|$134,967|$57,003|—|—|—|

| 2023|$137,993|$57,295|—|—|—|

| 2022|$134,902|$56,671|—|—|$78,231|

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