Plan Snapshot
- Plan Sponsor: The Children'S Aid Society
- Sponsor EIN: 135562191
- Sponsor Address: 117 WEST 124TH STREET, NEW YORK, NY, 10027
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 195 | $85.1M | $2.0M | $0 |
| 2023 | 211 | $87.8M | $2.0M | $0 |
| 2022 | 223 | $78.5M | $3.0M | $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 |
|---|---|---|---|---|
| CERITY PARTNERS | Other Service Provider | $513,171 | — | $513,171 |
| THE ANGELL PENSION GROUP, INC. | Other Service Provider | $306,737 | — | $306,737 |
| PERELLA WEINBERG PARTNERS | Other Service Provider | $202,744 | — | $202,744 |
| THE BANK OF NY MELLON | Other Service Provider | $167,069 | — | $167,069 |
| SANDERS CAPITAL LLC | Other Service Provider | $15,714 | — | $15,714 |
| VULCAN VALUE PARTNERS | Other Service Provider | $15,284 | — | $15,284 |
| CLARKSTON CAPITAL PARTNERS LLC | Other Service Provider | $9,889 | — | $9,889 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,230,608
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 |
|---|---|---|---|---|---|
| 2025 | $85,158,531 | — | — | — | — |
| 2024 | $1,385,938 | $489,459 | — | — | — |
| 2023 | $672,959 | $395,548 | — | — | — |
| 2022 | $653,665 | $564,772 | — | — | $88,893 |