# Safra National Bank Of New York DC Plan
Source: https://planprovider.pro/companies/safra-national-bank-of-new-york-plan

> Safra National Bank Of New York's DC plan: 402 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Safra National Bank Of New York

- **Sponsor EIN:** 133379508

- **Sponsor Address:** 546 FIFTH AVENUE, NEW YORK, NY, 10036

- **Plan Type:** DC

- **Total Participants:** 402

- **Total Assets:** $91.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|402|$91.9M|$3.1M|$4.7M|

| 2023|357|$75.8M|$2.5M|$3.8M|

| 2022|308|$59.1M|$2.1M|$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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$21,729|—|$21,729|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$13,680|—|$13,680|

| SC&H ATTEST SERVICES, P.C.,|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SC&H ATTEST SERVICES, P.C.,](https://planprovider.pro/provider/scandh-attest-services-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,409

- **Estimated Expense Ratio:** 0.039% 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|$35,309|$21,729|—|—|—|

| 2023|$35,789|$17,458|$300|—|—|

| 2022|$56,137|$17,331|—|—|—|

## Similar Plans

- [Arrow Financial Corporation](https://planprovider.pro/companies/arrow-financial-corporation-plan-001) — 459 participants

- [Chemung Canal Trust Company](https://planprovider.pro/companies/chemung-canal-trust-company-401k-plan) — 342 participants

- [Webster Bank, N. A.](https://planprovider.pro/companies/webster-bank-n-a-plan-004) — 471 participants

- [Flushing Bank](https://planprovider.pro/companies/flushing-bank-401k-plan) — 482 participants

- [Arrow Financial Corporation](https://planprovider.pro/companies/arrow-financial-corporation-plan-003) — 541 participants

- [Financial Institutions, INC.](https://planprovider.pro/companies/financial-institutions-inc-401k-plan) — 594 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/safra-national-bank-of-new-york-plan)

© 2026 PlanProvider.Pro