Plan Snapshot
- Plan Sponsor: Greater Mental Health Of New York, INC.
- Sponsor EIN: 131740002
- Sponsor Address: 580 WHITE PLAINS RD, TARRYTOWN, NY, 10591
- Plan Type: 403(b)
- Total Participants: 370
- Total Assets: $14.6M
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 | 370 | $14.6M | $0 | $876,020 |
| 2023 | 316 | $8.2M | $0 | $758,213 |
| 2022 | 301 | $6.7M | $0 | $741,885 |
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 |
|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | NONE | $31,673 | — | $31,673 |
| CLARFELD FINANCIAL ADVISORS | NONE | $23,296 | — | $23,296 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,969
- Estimated Expense Ratio: 0.377% 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 | $54,969 | $27,021 | $6,107 | — | — |
| 2023 | $35,830 | $16,294 | $4,508 | — | — |
| 2022 | $21,760 | — | $21,760 | — | — |