Plan Snapshot
- Plan Sponsor: Relay Graduate School Of Education
- Sponsor EIN: 275316628
- Sponsor Address: 25 BROADWAY, 3RD FLOOR, NEW YORK, NY, 10004
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $24.0M
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 | 286 | $24.0M | $749,952 | $1.6M |
| 2023 | 310 | $22.2M | $772,124 | $1.7M |
| 2022 | 394 | $17.5M | $737,398 | $1.6M |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | RECORDKEEPER | $5,704 | — | $5,704 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,704
- Estimated Expense Ratio: 0.024% 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 | $5,704 | — | — | — | — |
| 2023 | $3,005 | — | $3,005 | — | — |
| 2022 | $3,540 | — | $3,540 | — | — |