# The Winifred Masterson Burke Medical Research Institute INC 403(b) Plan
Source: https://planprovider.pro/companies/the-winifred-masterson-burke-medical-research-institute-inc-403b-plan

> The Winifred Masterson Burke Medical Research Institute INC's 403(b) plan: 62 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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