# Research Foundation For Mental Hygiene, INC Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/research-foundation-for-mental-hygiene-inc-141410842-510

> Research Foundation For Mental Hygiene, INC&#39;s Health &amp; Welfare plan: 562 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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