Plan Snapshot
- Plan Sponsor: Union Settlement Association, INC.
- Sponsor EIN: 131632530
- Sponsor Address: 237 EAST 104TH STREET, NEW YORK, NY, 100290000
- Plan Type: DB
- Total Participants: 13
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 13 | $9.7M | $973,530 | $0 |
| 2023 | 21 | $8.7M | $295,104 | $0 |
| 2022 | 21 | $8.3M | $256,036 | $0 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $269,118 | — | — | — | — |
| 2023 | $250,444 | — | $218,832 | — | — |
| 2022 | $239,987 | — | $239,987 | — | — |