Plan Snapshot
- Plan Sponsor: Phipps Houses
- Sponsor EIN: 111187480
- Sponsor Address: 902 BROADWAY FL 13, NEW YORK, NY, 100106033
- Plan Type: DB
- Total Participants: 90
- Total Assets: $53.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 90 | $53.2M | $0 | $0 |
| 2023 | 109 | $51.7M | $0 | $0 |
| 2022 | 131 | $50.0M | $4.3M | $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 |
|---|---|---|---|---|
| CREWCIAL PARTNERS | Other Service Provider | $108,707 | — | $108,707 |
| BUCK GLOBAL LLC | Other Service Provider | $68,618 | — | $68,618 |
| HARPER DANESH LLC | Other Service Provider | $60,700 | — | $60,700 |
| WGI EMERGING MARKETS FUND LLC | Other Service Provider | $37,044 | — | $37,044 |
| COHN REZNICK LLP | Investment Advisor | $29,750 | — | $29,750 |
| WILMINGTON TRUST | Recordkeeper | $28,341 | — | $28,341 |
| COVE STREET CAPITAL | Other Service Provider | $23,410 | — | $23,410 |
| COLCHESTER GLOBAL BOND FUND | Other Service Provider | $9,435 | — | $9,435 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHN REZNICK LLP — Investment Advisor
- WILMINGTON TRUST — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $366,005
- Estimated Expense Ratio: 0.688% 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 | $392,410 | $143,545 | — | — | — |
| 2023 | $610,934 | $147,507 | — | — | — |
| 2022 | $664,815 | $178,013 | — | — | $176,606 |