Plan Snapshot
- Plan Sponsor: Stephen Gaynor School
- Sponsor EIN: 131969570
- Sponsor Address: 148 W 90TH STREET, NEW YORK, NY, 10024
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $18.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 173 | $18.0M | $750,814 | $1.2M |
| 2023 | 170 | $15.8M | $713,562 | $1.1M |
| 2022 | 174 | $13.2M | $683,518 | $1.0M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $8,717 | — | $8,717 | — | — |
| 2023 | $9,470 | — | $8,532 | — | — |
| 2022 | $5,847 | — | — | — | $5,847 |