Plan Snapshot
- Plan Sponsor: Tolstoy Foundation Nursing Hom
- Sponsor EIN: 132590983
- Sponsor Address: 100 LAKE RD, VALLEY COTTAGE, NY, 109892339
- Plan Type: 403(b)
- Total Participants: 208
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 208 | $1.4M | $0 | $108,580 |
| 2023 | 186 | $1.6M | $0 | $112,455 |
| 2022 | 174 | $1.5M | $133 | $118,371 |
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 |
|---|---|---|---|---|
| ABBATE DEMARINIS LLP | Auditor | — | — | $0 |
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 | $1,467 | — | — | — | — |
| 2023 | $1,041 | — | — | — | — |
| 2022 | $1,162 | — | — | — | — |