Plan Snapshot
- Plan Sponsor: West Side Federation For Senior And Supportive Housing, INC.
- Sponsor EIN: 132926433
- Sponsor Address: 2345 BROADWAY, NEW YORK, NY, 10024
- Plan Type: 403(b)
- Total Participants: 416
- Total Assets: $24.3M
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 | 416 | $24.3M | $409,767 | $1.4M |
| 2023 | 397 | $20.8M | $417,995 | $1.3M |
| 2022 | 401 | $17.9M | $423,484 | $1.3M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $117,747 | $53,601 | $34,490 | — | — |
| 2023 | $104,183 | $45,113 | $32,434 | — | — |
| 2022 | $125,392 | $68,970 | $49,084 | — | $7,338 |