Plan Snapshot
- Plan Sponsor: Nassau County Ahrc Foundation, INC.
- Sponsor EIN: 111720254
- Sponsor Address: 189 WHEATLEY RD, BROOKVILLE, NY, 11545
- Plan Type: 403(b)
- Total Participants: 1,729
- Total Assets: $78.2M
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 | 1,729 | $78.2M | $3.1M | $2.6M |
| 2023 | 2,401 | $71.0M | $2.9M | $2.5M |
| 2022 | 1,896 | $58.8M | $2.6M | $4.6M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $130,486 | $81,868 | $48,618 | — | — |
| 2023 | $239,499 | $46,452 | — | — | — |
| 2022 | $355,411 | $355,411 | — | — | — |