# Security Mutual Life Insurance Company Of New York DC Plan
Source: https://planprovider.pro/companies/security-mutual-life-insurance-company-of-new-york-plan

> Security Mutual Life Insurance Company Of New York's DC plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Security Mutual Life Insurance Company Of New York

- **Sponsor EIN:** 150442730

- **Sponsor Address:** 100 COURT STREET, BINGHAMTON, NY, 13902

- **Plan Type:** DC

- **Total Participants:** 118

- **Total Assets:** $17.9M

## 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|118|$17.9M|$119,927|$98,853|

| 2023|118|$18.8M|$96,816|$150,874|

| 2022|126|$18.9M|$106,648|$168,413|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$14,310|—|$14,310|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$11,452|—|$11,452|

| JOHNSON LAUDER & SAVIDGE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

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

- [JOHNSON LAUDER & SAVIDGE, LLP](https://planprovider.pro/provider/johnson-lauder-and-savidge-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $25,762

- **Estimated Expense Ratio:** 0.144% 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|$26,854|$1,106|—|—|—|

| 2023|$29,403|$330|—|—|—|

| 2022|$33,696|$157|—|—|—|

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