Plan Snapshot
- Plan Sponsor: Westchester Medical Center Advanced Physician Services, P.C
- Sponsor EIN: 264709927
- Sponsor Address: FINANCE DEPT. - TAYLOR PAVILION, VALHALLA, NY, 10595
- Plan Type: 401(k)
- Total Participants: 5,089
- Total Assets: $380.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 5,089 | $380.4M | $17.8M | $31.7M |
| 2023 | 4,894 | $315.3M | $15.9M | $29.0M |
| 2022 | 3,927 | $235.2M | $13.5M | $24.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $537,875 | — | $537,875 |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | NONE | $120,023 | — | $120,023 |
| PKF O'CONNOR DAVIES LLP | NONE | $29,505 | — | $29,505 |
| PKF O'CONNOR DAVIES, LLP | Auditor | $29,505 | — | $29,505 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $14,296 | — | $14,296 |
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: $731,204
- Estimated Expense Ratio: 0.192% 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 | $733,793 | $134,319 | — | $29,505 | — |
| 2023 | $560,008 | $81,560 | — | — | — |
| 2022 | $546,828 | $157,824 | $389,004 | — | — |