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: DC
- Total Participants: 294
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 294 | $11.7M | $936,128 | $0 |
| 2023 | 222 | $10.2M | $865,351 | $0 |
| 2022 | 206 | $8.4M | $748,699 | $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 |
|---|---|---|---|---|
| CBIZ CPAS P. C. | 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 |
|---|---|---|---|---|---|
| 2024 | $51,680 | $22,707 | $7,099 | — | — |
| 2023 | $43,974 | $17,667 | $7,846 | — | — |
| 2022 | $26,009 | — | $26,009 | — | — |