# Roosevelt Children'S Academy 401(k) Plan
Source: https://planprovider.pro/companies/roosevelt-children-s-academy-charter-school-401k-plan

> Roosevelt Children'S Academy's 401(k) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roosevelt Children'S Academy

- **Sponsor EIN:** 134119998

- **Sponsor Address:** 201 DEBEVOISE AVE., ROOSEVELT, NY, 11575

- **Plan Type:** 401(k)

- **Total Participants:** 129

- **Total Assets:** $4.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|129|$4.4M|$142,513|$297,597|

| 2023|125|$3.8M|$145,786|$299,582|

| 2022|131|$3.6M|$157,400|$314,254|

## 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|

| MUTUAL OF AMERICA SEC. CORP LLC|RECORD KEEPER|$25,913|—|$25,913|

| REID CPAS LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,913

- **Estimated Expense Ratio:** 0.592% 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|$29,558|$617|—|—|—|

| 2023|$13,691|—|—|—|—|

| 2022|$2,572|—|$2,572|—|—|

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