# South Bronx Overall Economic Develo 403(b) Plan
Source: https://planprovider.pro/companies/south-bronx-overall-economic-development-corp-403b-plan

> South Bronx Overall Economic Develo's 403(b) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** South Bronx Overall Economic Develo

- **Sponsor EIN:** 132736022

- **Sponsor Address:** 555 BERGEN AVE FL 3RD, BRONX, NY, 10455

- **Plan Type:** 403(b)

- **Total Participants:** 172

- **Total Assets:** $1.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|172|$1.6M|$0|$24,730|

| 2022|198|$1.6M|$0|$112,434|

## 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|

| HANCOCK ASKEW & CO., LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$4,916|$4,780|$136|—|—|

| 2022|$5,252|—|$5,252|—|—|

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