# Greater Mental Health Of New York, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-mental-health-association-of-westchester-county-inc-403b-plan

> Greater Mental Health Of New York, INC.'s 403(b) plan: 370 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [CPI QUALIFIED PLAN CONSULTANTS, INC](https://planprovider.pro/provider/trustage) — NONE

## 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|—|—|

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