Plan Snapshot
- Plan Sponsor: Westchester Institute For Human Development
- Sponsor EIN: 200738248
- Sponsor Address: 20 PLAZA WEST, VALHALLA, NY, 10595
- Plan Type: 403(b)
- Total Participants: 141
- Total Assets: $20.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 141 | $20.9M | $260,347 | $1.1M |
| 2023 | 139 | $19.0M | $277,439 | $1.1M |
| 2022 | 232 | $16.4M | $253,950 | $988,639 |
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 |
|---|---|---|---|---|
| BRAD S. ROSENBERG CPA PC | 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 | $117,013 | — | $117,013 | — | — |
| 2023 | $115,768 | — | $115,768 | — | — |
| 2022 | $113,025 | — | $113,025 | — | — |