Plan Snapshot
- Plan Sponsor: University Physicians Of Brooklyn, INC.
- Sponsor EIN: 113190652
- Sponsor Address: 450 CLARKSON AVENUE - BOX 80, BROOKLYN, NY, 112032098
- Plan Type: DC
- Total Participants: 437
- Total Assets: $57.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 437 | $57.7M | $305,951 | $956,424 |
| 2023 | 518 | $56.7M | $344,041 | $1.4M |
| 2022 | 509 | $50.8M | $392,280 | $1.2M |
| 2021 | 492 | $58.6M | $0 | $0 |
| 2020 | 517 | $49.2M | $0 | $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 | $31,998 | $30,490 | — | — | — |
| 2023 | $31,350 | $31,350 | — | — | — |
| 2022 | $30,943 | $30,293 | $650 | — | — |
| 2021 | $34,187 | $33,472 | $715 | — | — |
| 2020 | — | — | — | — | — |