Plan Snapshot
- Plan Sponsor: New York Stem Cell Foundation
- Sponsor EIN: 202905531
- Sponsor Address: 619 WEST 54TH STREET, 3RD FLOOR, NEW YORK, NY, 10019
- Plan Type: 403(b)
- Total Participants: 84
- Total Assets: $13.4M
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 | 84 | $13.4M | $521,308 | $1.0M |
| 2023 | 119 | $11.7M | $613,514 | $896,044 |
| 2022 | 116 | $9.0M | $555,539 | $820,235 |
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 |
|---|---|---|---|---|
| CONDON O'MEARA | Auditor | — | — | $0 |
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 | $10,369 | — | $10,369 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |