Plan Snapshot
- Plan Sponsor: St. John'S Riverside Hospital
- Sponsor EIN: 131740126
- Sponsor Address: 967 N BROADWAY, YONKERS, NY, 107011301
- Plan Type: DB
- Total Participants: 233
- Total Assets: $148.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 233 | $148.0M | $4.8M | $0 |
| 2023 | 257 | $146.8M | $5.3M | $0 |
| 2022 | 279 | $138.8M | $4.2M | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL GLOBAL INVESTORS, LLC | Investment Advisor | $43,283 | — | $43,283 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $36,686 | — | $36,686 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,969
- Estimated Expense Ratio: 0.054% 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 | $995,676 | $45,283 | $36,686 | — | — |
| 2023 | $1,064,415 | $43,672 | $102,199 | — | — |
| 2022 | $988,337 | — | $64,981 | — | — |