Plan Snapshot
- Plan Sponsor: Yeshiva University High Schools
- Sponsor EIN: 200247649
- Sponsor Address: 2540 AMSTERDAM AVENUE, NEW YORK, NY, 10033
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $25.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 100 | $25.6M | $138,843 | $418,354 |
| 2023 | 100 | $24.3M | $150,933 | $465,475 |
| 2022 | 100 | $20.7M | $159,379 | $436,693 |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNER, LLC | CONSULTANT | $27,933 | — | $27,933 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $17,685 | — | $17,685 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $16,661 | — | $16,661 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,279
- Estimated Expense Ratio: 0.244% 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 | $62,280 | $16,661 | — | — | — |
| 2023 | $62,134 | $13,402 | — | — | — |
| 2022 | $54,589 | $11,460 | — | — | — |