Plan Snapshot
- Plan Sponsor: The Rogosin Institute, INC.
- Sponsor EIN: 133184198
- Sponsor Address: 504-506 EAST 74TH STREET, NEW YORK, NY, 10021
- Plan Type: 403(b)
- Total Participants: 446
- Total Assets: $89.3M
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 | 446 | $89.3M | $1.4M | $2.7M |
| 2023 | 459 | $84.0M | $1.5M | $2.9M |
| 2022 | 466 | $72.9M | $1.3M | $2.6M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $50,998 | — | $50,998 |
| NEWPORT TRUST COMPANY | TRUSTEE | $13,578 | — | $13,578 |
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,576
- Estimated Expense Ratio: 0.072% 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 | $64,577 | — | $11,383 | — | — |
| 2023 | $32,901 | — | — | — | — |
| 2022 | $32,217 | — | $32,217 | — | — |