# University Settlement Society Of New York 403(b) Plan
Source: https://planprovider.pro/companies/university-settlement-society-of-new-york-135562374-002

> University Settlement Society Of New York's 403(b) plan: 680 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University Settlement Society Of New York

- **Sponsor EIN:** 135562374

- **Sponsor Address:** 184 ELDRIDGE ST, NEW YORK, NY, 100022924

- **Plan Type:** 403(b)

- **Plan Number:** 002

- **Total Participants:** 680

- **Total Assets:** $26.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|680|$26.4M|$1.1M|$1.2M|

| 2023|835|$27.1M|$1.0M|$1.0M|

| 2022|821|$22.9M|$822,666|$810,092|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$36,826|—|$36,826|

| WELLS FARGO CLEARING SERVICES LLC|Investment Advisor|—|$8,339|$8,339|

| MUTUAL OF AMERICA INVESTMENT CORP|Recordkeeper|$6,100|—|$6,100|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $51,265

- **Estimated Expense Ratio:** 0.194% of plan assets

### 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|$42,927|—|$42,927|—|—|

| 2023|$5,964|—|—|—|—|

| 2022|$1,678|—|$1,678|—|—|

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