Plan Snapshot
- Plan Sponsor: St. Mary'S Healthcare System For Children, INC.
- Sponsor EIN: 113574493
- Sponsor Address: 333 EARLE OVINGTON BLVD, UNIONDALE, NY, 11553
- Plan Type: 401(k)
- Total Participants: 1,191
- Total Assets: $108.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,191 | $108.4M | $5.1M | $5.0M |
| 2023 | 1,159 | $97.1M | $4.9M | $4.8M |
| 2022 | 1,172 | $79.8M | $4.4M | $4.4M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
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 | $395,831 | $201,925 | — | — | — |
| 2023 | $340,273 | $162,823 | — | — | — |
| 2022 | $325,191 | $162,695 | — | — | — |