Plan Snapshot
- Plan Sponsor: St. Lukes-Roosevelt Hospital Center
- Sponsor EIN: 132997301
- Sponsor Address: ONE GUSTAVE L. LEVY PLACE, NEW YORK, NY, 10029
- Plan Type: DB
- Total Participants: 274
- Total Assets: $139.9M
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 | 274 | $139.9M | $6.0M | $0 |
| 2023 | 294 | $142.5M | $7.0M | $0 |
| 2022 | 307 | $130.7M | $7.0M | $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 |
|---|---|---|---|---|
| WISS & COMPANY, LLP | Auditor | $26,000 | — | $26,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WISS & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,000
- Estimated Expense Ratio: 0.019% 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 | $2,361,701 | $300,400 | — | $26,000 | — |
| 2023 | $2,736,456 | $342,962 | — | — | — |
| 2022 | $2,226,113 | $277,521 | — | — | $347,135 |