Plan Snapshot
- Plan Sponsor: New York State Bar Association
- Sponsor EIN: 140923640
- Sponsor Address: 1 ELK STREET, ALBANY, NY, 12207
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $17.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 83 | $17.6M | $331,428 | $396,936 |
| 2023 | 82 | $14.8M | $326,474 | $424,063 |
| 2022 | 82 | $12.0M | $295,504 | $390,587 |
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 | $4,138 | — | $4,138 | — | — |
| 2023 | $3,528 | — | $3,528 | — | — |
| 2022 | $4,328 | — | $4,328 | — | — |