# Union Settlement Association, INC. DB Plan
Source: https://planprovider.pro/companies/union-settlement-association-inc-plan

> Union Settlement Association, INC.'s DB plan: 13 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

## Similar Plans

- [At Home Independent Living, INC.](https://planprovider.pro/companies/at-home-independent-living-inc-401k-plan) — 13 participants

- [Brooklyn Bureau Of Community Serv](https://planprovider.pro/companies/brooklyn-bureau-of-community-serv-plan) — 14 participants

- [New Frontiers In Learning, LLC](https://planprovider.pro/companies/new-frontiers-in-learning-llc-401k-plan) — 11 participants

- [Substance Abuse Prevention Team Of Essex County, INC.](https://planprovider.pro/companies/substance-abuse-prevention-team-of-essex-county-inc-403b-plan) — 11 participants

- [Care Providers INC.](https://planprovider.pro/companies/care-providers-inc-plan) — 16 participants

- [Northern Manhattan Perinatal Partnership, INC](https://planprovider.pro/companies/northern-manhattan-perinatal-partnership-inc-plan) — 18 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/union-settlement-association-inc-plan)

© 2026 PlanProvider.Pro