Plan Snapshot
- Plan Sponsor: The Viscardi Center, INC.
- Sponsor EIN: 111814883
- Sponsor Address: 201 I.U. WILLETS ROAD, ALBERTSON, NY, 115071599
- Plan Type: 403(b)
- Total Participants: 272
- Total Assets: $33.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 272 | $33.2M | $277,878 | $326,102 |
| 2023 | 271 | $31.9M | $265,829 | $319,116 |
| 2022 | 268 | $29.0M | $258,594 | $301,026 |
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 |
|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | NONE | $17,464 | — | $17,464 |
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL PENSION ADVISORS — 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: $17,464
- Estimated Expense Ratio: 0.053% 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 | $17,739 | $17,464 | — | — | — |
| 2023 | $28,201 | $20,201 | — | $8,000 | — |
| 2022 | $19,494 | $18,894 | $600 | — | — |