Plan Snapshot
- Plan Sponsor: The Fresh Air Fund
- Sponsor EIN: 131656653
- Sponsor Address: 633 3RD AVE FL 14, NEW YORK, NY, 100178152
- Plan Type: DC
- Total Participants: 61
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 61 | $4.2M | $0 | $0 |
| 2024 | 54 | $3.4M | $257,177 | $0 |
| 2023 | 54 | $3.4M | $257,177 | $0 |
| 2022 | 41 | $2.8M | $151,039 | $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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $5,955 | $5,845 | — | — | — |
| 2024 | $63,477 | — | $75 | — | — |
| 2023 | $75 | — | — | — | — |
| 2022 | $50 | — | — | — | — |