Plan Snapshot
- Plan Sponsor: The New-York Historical Society
- Sponsor EIN: 131624124
- Sponsor Address: 170 CENTRAL PARK WEST, NEW YORK, NY, 10024
- Plan Type: 403(b)
- Total Participants: 217
- Total Assets: $35.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 217 | $35.8M | $1.1M | $1.1M |
| 2023 | 229 | $34.2M | $1.1M | $1.1M |
| 2022 | 234 | $29.3M | $926,935 | $1.0M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $31,328 | — | $31,328 |
| CAPFINANCIAL PARTNERS. LLC | NONE | $18,448 | — | $18,448 |
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,776
- Estimated Expense Ratio: 0.139% 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 | $49,686 | $18,448 | $7,341 | — | — |
| 2023 | $33,781 | $17,911 | $2,800 | — | — |
| 2022 | $20,068 | $11,593 | — | — | — |