Plan Snapshot
- Plan Sponsor: Ywca Retirement Fund, INC.
- Sponsor EIN: 131624231
- Sponsor Address: 55 BROADWAY, NEW YORK, NY, 10006
- Plan Type: DB
- Total Participants: 4,607
- Total Assets: $407.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,607 | $407.2M | $14.6M | $2.5M |
| 2023 | 4,468 | $386.7M | $13.3M | $2.2M |
| 2022 | 4,483 | $370.5M | $12.7M | $2.1M |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | $109,720 | — | $109,720 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,720
- Estimated Expense Ratio: 0.027% 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 | $8,425,857 | $990,708 | — | $109,720 | — |
| 2023 | $8,307,050 | $1,051,895 | — | $112,991 | — |
| 2022 | $7,973,986 | $1,149,849 | — | — | $538,505 |