Plan Snapshot
- Plan Sponsor: Research Foundation For Mental Hygiene, INC
- Sponsor EIN: 141410842
- Sponsor Address: 150 BROADWAY SUITE 301, MENANDS, NY, 12204
- Plan Type: Health & Welfare
- Plan Number: 510
- Total Participants: 562
- Total Assets: $63.4M
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 | 562 | $63.4M | $621,237 | $11,957 |
| 2023 | 603 | $58.2M | $620,675 | $35,165 |
| 2022 | 578 | $52.1M | $623,909 | $76,641 |
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 |
|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | Other Service Provider | $6,122 | — | $6,122 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,122
- Estimated Expense Ratio: 0.010% 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 | $6,122 | — | $6,122 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |