Plan Snapshot
- Plan Sponsor: St. Joseph'S Hospital
- Sponsor EIN: 131740127
- Sponsor Address: 127 SOUTH BROADWAY, YONKERS, NY, 10701
- Plan Type: 401(k)
- Total Participants: 384
- Total Assets: $17.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 384 | $17.5M | $1.3M | $1.2M |
| 2023 | 369 | $14.3M | $1.4M | $1.1M |
| 2022 | 368 | $10.5M | $1.2M | $822,054 |
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 |
|---|---|---|---|---|
| ASPIRE ADVISORS, LLC | NONE | $74,950 | — | $74,950 |
| BENEFIT PLANS ADMINSTRATIVE SVCS | NONE | $47,998 | — | $47,998 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLANS ADMINSTRATIVE SVCS — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,948
- Estimated Expense Ratio: 0.703% 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 | $277,092 | — | $277,092 | — | — |
| 2023 | $114,966 | $36,315 | $78,651 | — | — |
| 2022 | $90,493 | $54,908 | $35,585 | — | — |