# The Children'S Home Of Poughkeepsie 403(b) Plan
Source: https://planprovider.pro/companies/the-children-s-home-of-poughkeepsie-403b-plan

> The Children'S Home Of Poughkeepsie's 403(b) plan: 320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bpas) — 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|

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