Plan Snapshot
- Plan Sponsor: The Winifred Masterson Burke Medical Research Institute INC
- Sponsor EIN: 133434924
- Sponsor Address: 785 MAMARONECK AVENUE, WHITE PLAINS, NY, 10605
- Plan Type: 403(b)
- Total Participants: 62
- Total Assets: $22.0M
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 | 62 | $22.0M | $504,692 | $343,210 |
| 2023 | 70 | $19.0M | $570,981 | $357,024 |
| 2022 | 70 | $18.6M | $678,018 | $359,088 |
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 |
|---|---|---|---|---|
| PRAGER METIS CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRAGER METIS CPAS, LLC — Auditor
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 | $31,306 | — | $31,306 | — | — |
| 2023 | $35,647 | — | $35,647 | — | — |
| 2022 | $23,091 | — | $23,091 | — | — |