# Refuah Health Center, INC. 403(b) Plan
Source: https://planprovider.pro/companies/refuah-health-center-inc-403b-plan

> Refuah Health Center, INC.'s 403(b) plan: 591 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER LIFE & ANNUITY INSURANCE CO|RECORDKEEPER|$59,421|—|$59,421|

| LPL FINANCIAL CORPORATION|SHAREHOLDER SERVICE PROVI|—|$29,516|$29,516|

| INTAC ACTUARIAL SERVICES, INC.|THIRD PARTY ADMINISTRATOR|$1,450|$5,954|$7,404|

| COHNREZNICK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL CORPORATION](https://planprovider.pro/provider/equitable) — SHAREHOLDER SERVICE PROVI

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $96,341

- **Estimated Expense Ratio:** 0.715% 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|$63,005|$2,134|$59,421|—|—|

| 2023|$48,113|$46,853|$1,260|—|—|

| 2022|$46,663|$45,003|$1,660|—|—|

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