Plan Snapshot
- Plan Sponsor: The Children'S Home Of Poughkeepsie
- Sponsor EIN: 141364662
- Sponsor Address: 10 CHILDREN'S WAY, POUGHKEEPSIE, NY, 12601
- Plan Type: 403(b)
- Total Participants: 320
- Total Assets: $14.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 320 | $14.4M | $708,891 | $637,704 |
| 2023 | 279 | $12.5M | $596,655 | $556,251 |
| 2022 | 245 | $10.6M | $538,074 | $501,259 |
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 |
|---|---|---|---|---|
| THE DAVID J YVARS GROUP | INVESTMENT ADVISOR | $45,311 | — | $45,311 |
| CREATIVE PENSION CONSULTANTS, INC | CONTRACT ADMI N | $16,829 | — | $16,829 |
| 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: $62,140
- Estimated Expense Ratio: 0.432% 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 | $70,700 | $62,140 | — | — | — |
| 2023 | $19,984 | — | — | — | — |
| 2022 | $21,555 | $4,785 | — | — | $15,120 |