Plan Snapshot
- Plan Sponsor: Refuah Health Center, INC.
- Sponsor EIN: 133652555
- Sponsor Address: 728 N. MAIN STREET, SPRING VALLEY, NY, 10977
- Plan Type: 403(b)
- Total Participants: 591
- Total Assets: $13.5M
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 | 591 | $13.5M | $11,409 | $1.6M |
| 2023 | 549 | $10.6M | $0 | $1.2M |
| 2022 | 621 | $8.7M | $0 | $1.2M |
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 | $63,005 | $2,134 | $59,421 | — | — |
| 2023 | $48,113 | $46,853 | $1,260 | — | — |
| 2022 | $46,663 | $45,003 | $1,660 | — | — |