Plan Snapshot
- Plan Sponsor: Riverdale Country School
- Sponsor EIN: 131740483
- Sponsor Address: 5250 FIELDSTON RD, BRONX, NY, 104712935
- Plan Type: DC
- Total Participants: 449
- Total Assets: $76.6M
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 | 449 | $76.6M | $3.4M | $0 |
| 2023 | 440 | $71.7M | $3.2M | $0 |
| 2022 | 415 | $62.9M | $2.8M | $0 |
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 | $68,213 | — | $68,213 |
| ONEDIGITAL INVESTMENT ADVISORS | NONE | $51,372 | — | $51,372 |
| 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: $129,585
- Estimated Expense Ratio: 0.169% 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 | $130,185 | $54,385 | $165 | $10,000 | — |
| 2023 | $134,212 | — | $131,322 | — | — |
| 2022 | $90,482 | $3,006 | $87,476 | — | — |