Plan Snapshot
- Plan Sponsor: Riverdale Country School
- Sponsor EIN: 131740483
- Sponsor Address: 5250 FIELDSTON RD, BRONX, NY, 104712935
- Plan Type: 403(b)
- Total Participants: 464
- Total Assets: $61.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 464 | $61.8M | $0 | $4.0M |
| 2023 | 457 | $56.9M | $0 | $3.5M |
| 2022 | 439 | $47.9M | $0 | $3.2M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $56,503 | — | $56,503 |
| ONEDIGITAL INVESTMENT ADVISORS | NONE | $29,610 | — | $29,610 |
| PKF O'CONNOR DAVIES LLP | NONE | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- ONEDIGITAL INVESTMENT ADVISORS — NONE
- PKF O'CONNOR DAVIES LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,113
- Estimated Expense Ratio: 0.155% 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 | $96,630 | $39,610 | — | $1,867 | — |
| 2023 | $86,620 | — | $86,251 | — | — |
| 2022 | $75,884 | $285 | $75,599 | — | — |