Plan Snapshot
- Plan Sponsor: Oda Primary Health Care Network
- Sponsor EIN: 112329960
- Sponsor Address: 74 WALLABOUT STREET, BROOKLYN, NY, 11249
- Plan Type: 403(b)
- Total Participants: 656
- Total Assets: $13.3M
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 | 656 | $13.3M | $0 | $1.4M |
| 2023 | 790 | $10.9M | $0 | $1.3M |
| 2022 | 666 | $8.9M | $170 | $917,662 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $49,779 | $43,755 | $6,024 | — | — |
| 2023 | $44,041 | $37,452 | $6,589 | — | — |
| 2022 | $38,580 | $27,490 | $11,090 | — | — |