Plan Snapshot
- Plan Sponsor: St. John'S Riverside Hospital
- Sponsor EIN: 131740126
- Sponsor Address: 967 N. BROADWAY, YONKERS, NY, 10701
- Plan Type: 403(b)
- Total Participants: 2,455
- Total Assets: $218.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 2,455 | $218.3M | $2.0M | $8.7M |
| 2023 | 2,272 | $200.2M | $1.9M | $8.0M |
| 2022 | 1,345 | $180.3M | $3.1M | $7.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $216,201 | — | $216,201 |
| CAPFINANCIAL PARTNERS LLC | NONE | $85,000 | — | $85,000 |
| PKF O'CONNOR DAVIES LLP | NONE | $33,965 | — | $33,965 |
| PKF O'CONNOR DAVIES, LLP | Auditor | $33,965 | — | $33,965 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $369,131
- 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 | $368,291 | $85,000 | — | $33,965 | — |
| 2023 | $637,990 | $85,000 | $524,235 | — | — |
| 2022 | $581,876 | $106,250 | $411,176 | — | $62,100 |