Plan Snapshot
- Plan Sponsor: Sunset Park Health Council, INC.
- Sponsor EIN: 202508411
- Sponsor Address: ONE PARK AVENUE,, NEW YORK, NY, 10016
- Plan Type: 403(b)
- Total Participants: 1,429
- Total Assets: $74.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 1,429 | $74.8M | $4.0M | $7.2M |
| 2023 | 1,354 | $57.1M | $3.8M | $6.6M |
| 2022 | 929 | $39.8M | $3.4M | $5.6M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $23,256 | — | $23,256 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,256
- Estimated Expense Ratio: 0.031% 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 | $23,256 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |