Plan Snapshot
- Plan Sponsor: Rippowam Cisqua School
- Sponsor EIN: 131740435
- Sponsor Address: 439 CANTITOE STREET, BEDFORD, NY, 10506
- Plan Type: 403(b)
- Total Participants: 227
- Total Assets: $34.5M
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 | 227 | $34.5M | $447,271 | $697,502 |
| 2023 | 118 | $33.2M | $419,207 | $681,688 |
| 2022 | 116 | $31.6M | $387,630 | $613,481 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $64,589 | — | $64,589 | — | — |
| 2023 | $65,403 | $28,000 | — | $15,025 | — |
| 2022 | $51,506 | — | $46,065 | — | $5,441 |