Plan Snapshot
- Plan Sponsor: The Animal Medical Center
- Sponsor EIN: 135505367
- Sponsor Address: 510 EAST 62ND STREET, NEW YORK, NY, 10021
- Plan Type: 403(b)
- Total Participants: 614
- Total Assets: $41.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 614 | $41.0M | $296,302 | $2.6M |
| 2023 | 394 | $34.9M | $247,366 | $2.1M |
| 2022 | 353 | $28.6M | $226,659 | $1.7M |
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 |
|---|---|---|---|---|
| FEDERATED SECURITIES INC. | OTHER SERVICES | — | $65,536 | $65,536 |
| EISNER ADVISORY GROUP LLC | OTHER SERVICES | — | $13,785 | $13,785 |
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,321
- Estimated Expense Ratio: 0.193% 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 | $4,709 | — | — | — | — |
| 2023 | $18,683 | — | $18,683 | — | — |
| 2022 | $17,065 | — | $17,065 | — | — |