Plan Snapshot
- Plan Sponsor: Newyork-Presbyterian/Hudson Valley Hospital
- Sponsor EIN: 131740120
- Sponsor Address: 1980 CROMPOND ROAD, CORTLANDT MANOR, NY, 10567
- Plan Type: DC
- Total Participants: 942
- Total Assets: $55.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 942 | $55.9M | $3.7M | $0 |
| 2023 | 1,194 | $49.0M | $2.9M | $0 |
| 2022 | 1,072 | $41.8M | $2.8M | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $42,936 | — | $42,936 |
| ERNST & YOUNG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,936
- Estimated Expense Ratio: 0.077% 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 | $41,377 | $2,466 | — | — | — |
| 2023 | $44,930 | — | $44,736 | — | — |
| 2022 | $51,387 | — | $51,164 | — | — |