Plan Snapshot
- Plan Sponsor: New York Law School
- Sponsor EIN: 135645885
- Sponsor Address: 185 W. BROADWAY, NEW YORK, NY, 100132921
- Plan Type: 403(b)
- Total Participants: 164
- Total Assets: $164.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 164 | $164.9M | $444,644 | $1.8M |
| 2023 | 163 | $157.7M | $430,982 | $1.7M |
| 2022 | 135 | $145.2M | $422,609 | $1.6M |
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 | $55,655 | — | $55,655 |
| FIDUCIARY INVESTMENT ADVISORS LLC | NONE | $50,402 | — | $50,402 |
| CBIZ, INC | NONE | $7,000 | — | $7,000 |
| VENABLE LLP | NONE | $6,649 | — | $6,649 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- VENABLE LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,706
- Estimated Expense Ratio: 0.073% 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 | $119,706 | — | $119,706 | — | — |
| 2023 | $129,231 | — | $129,231 | — | — |
| 2022 | $86,687 | — | $86,687 | — | — |