Plan Snapshot
- Plan Sponsor: New York Society For The Relief Of The Ruptured And Crippled
- Sponsor EIN: 131624135
- Sponsor Address: 535 EAST 70TH STREET, NEW YORK, NY, 100214872
- Plan Type: 403(b)
- Total Participants: 5,338
- Total Assets: $866.3M
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 | 5,338 | $866.3M | $15.3M | $50.2M |
| 2023 | 4,968 | $748.5M | $13.4M | $45.6M |
| 2022 | 4,807 | $609.7M | $11.7M | $41.3M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $406,479 | — | $406,479 |
| VALIC | RECORD KEEPER | $30,857 | — | $30,857 |
| METLIFE LIFE INSURANCE COMPANY | RECORD KEEPER | $5,785 | — | $5,785 |
| ERNST & YOUNG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- VALIC — RECORD KEEPER
- ERNST & YOUNG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $443,121
- Estimated Expense Ratio: 0.051% 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 | $291,033 | — | — | — | — |
| 2023 | $1,252,554 | — | — | — | — |
| 2022 | $772,540 | — | — | — | — |