Plan Snapshot
- Plan Sponsor: Research Foundation For Mental Hygiene, INC.
- Sponsor EIN: 141410842
- Sponsor Address: 150 BROADWAY, MENANDS, NY, 12204
- Plan Type: 403(b)
- Total Participants: 1,471
- Total Assets: $213.4M
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 | 1,471 | $213.4M | $0 | $5.2M |
| 2023 | 1,519 | $199.9M | $0 | $4.8M |
| 2022 | 575 | $182.8M | $0 | $3.4M |
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 |
|---|---|---|---|---|
| UHY LLP | NONE | $12,915 | — | $12,915 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,915
- Estimated Expense Ratio: 0.006% 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 | $15,115 | — | — | $12,915 | — |
| 2023 | $25,979 | — | $1,525 | $11,275 | — |
| 2022 | $25,038 | — | — | — | $11,275 |