Plan Snapshot
- Plan Sponsor: The New Interdisciplinary School
- Sponsor EIN: 112428403
- Sponsor Address: 430 SILLS ROAD, YAPHANK, NY, 11980
- Plan Type: DC
- Total Participants: 117
- Total Assets: $3.0M
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 | 117 | $3.0M | $75,000 | $0 |
| 2023 | 118 | $2.8M | $75,000 | $0 |
| 2022 | 106 | $2.6M | $200,000 | $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 |
|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | NONE | — | $14,001 | $14,001 |
| NATIONWIDE | RECORDKEEPER | $12,100 | — | $12,100 |
| LONG ISLAND EMPLOYEE BENEFITS GROUP | TPA | $3,632 | $5,155 | $8,787 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — RECORDKEEPER
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,888
- Estimated Expense Ratio: 1.162% 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 | $3,652 | — | $3,652 | — | — |
| 2023 | $27,658 | $18,886 | $8,772 | — | — |
| 2022 | $30,994 | $21,847 | $9,147 | — | — |