# Our World Neighborhood Charter School 401(k) Plan
Source: https://planprovider.pro/companies/our-world-neighborhood-charter-school-401k-plan

> Our World Neighborhood Charter School's 401(k) plan: 184 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Our World Neighborhood Charter School

- **Sponsor EIN:** 113602805

- **Sponsor Address:** 36-12 35TH AVE, ASTORIA, NY, 11106

- **Plan Type:** 401(k)

- **Total Participants:** 184

- **Total Assets:** $14.9M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|184|$14.9M|$743,859|$674,367|

| 2023|178|$12.1M|$741,812|$682,625|

| 2022|167|$10.1M|$612,984|$615,329|

## 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|

| WBG ADVISORS LLC|INVESTMENT ADVISORY PLAN|$25,501|—|$25,501|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$6,446|—|$6,446|

| MENGEL METZGER BARR & CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MENGEL METZGER BARR & CO. LLP](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,947

- **Estimated Expense Ratio:** 0.215% 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|$14,744|—|—|—|—|

| 2023|$11,284|—|—|—|—|

| 2022|$5,151|—|—|—|—|

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