# Yeshiva University High Schools 401(k) Plan
Source: https://planprovider.pro/companies/yeshiva-university-high-schools-401k-plan

> Yeshiva University High Schools's 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/yeshiva-university-high-schools-401k-plan)

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