# Ywca Retirement Fund, INC. DB Plan Source: https://planprovider.pro/companies/ywca-retirement-fund-inc-plan > Ywca Retirement Fund, INC.'s DB plan: 4,607 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## 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| | YWCA RETIREMENT FUND STAFF|EMPLOYEES|$2,675,045|—|$2,675,045| | ANGELO, GORDON & CO.|INVESTMENT MANAGER|$1,091,780|—|$1,091,780| | STRATEGIC INVESTMENT MANAGEMENT|OCIO|$1,030,244|—|$1,030,244| | 55 BROADWAY ASSOCIATES, LLC|LANDLORD|$641,364|—|$641,364| | PROCENTIA|SYSTEM MAINTENANCE|$407,862|—|$407,862| | COMPUTER DESIGN & INTEGRATION LLC|VIRTUAL DESKTOP VENDOR|$377,815|—|$377,815| | OXFORD|HEALTH INSURANCE|$310,841|—|$310,841| | MCDERMOTT, WILL & EMERY LLP|ATTORNEY|$283,595|—|$283,595| | JPMORGAN CHASE BANK|CUSTODIAN/BANK|$220,257|—|$220,257| | WILLIS OF NY|INSURANCE|$219,167|—|$219,167| | MERCER|ACTUARY|$196,900|—|$196,900| | BRAINZHIVE INFOTECH SOLUTIONS LLP|SOFTWARE PROVIDER|$128,520|—|$128,520| | WITHUM SMITH BROWN, PC|AUDITOR|$122,247|—|$122,247| | WITHUMSMITH+BROWN, PC|Auditor|$109,720|—|$109,720| | TRUST COMPANY OF THE WEST|INVESTMENT MANAGER|$56,886|—|$56,886| | ELLINGTON MANAGEMENT GROUP, LLC|INVESTMENT MANAGER|$55,426|—|$55,426| | UNUM|INSURANCE|$47,817|—|$47,817| | MANHATTAN DIGITAL DIRECT MARKETING,|PRINTER|$44,073|—|$44,073| | CONRAD NEW YORK DOWNTOWN|HOTEL|$40,967|—|$40,967| | BLUE CHIP STAFFING LLC|STAFFING|$39,298|—|$39,298| | GUARDIAN|INSURANCE|$27,747|—|$27,747| | GREYCASTLE SECURITY, INC.|CYBERSECURITY|$26,376|—|$26,376| | PAYCHEX OF NEW YORK LLC|PAYROLL PROCESSING|$26,013|—|$26,013| | RINGCENTRAL INC.|PHONE SERVICE PROVIDER|$22,405|—|$22,405| | EMAZZANTI TECHNOLOGIES|SOFTWARE PROVIDER|$21,723|—|$21,723| | WELLS FARGO BANK|BANK/INV MGR/EQUIP LEASE|$19,241|—|$19,241| | WELLINGTON MANAGEMENT COMPANY|INVESTMENT MANAGER|$18,241|—|$18,241| | SALESFORCE|CLIENT SRVC APP VENDOR|$16,034|—|$16,034| | METASOURCE, LLC|MAIL SCANNING|$15,309|—|$15,309| | ARKUS, INC.|SOFTWARE PROVIDER|$12,942|—|$12,942| | THOMSON LEGAL & REG|PARTICIPANT LOCATION SER|$12,071|—|$12,071| | STRAC INC|IT CONSULTANT|$12,000|—|$12,000| | CROWN CASTLE FIBER LLC|INTERNET PROVIDER|$11,414|—|$11,414| | DOCUSIGN|ESIGNATURES|$11,100|—|$11,100| | ACCOUNTNET, INC.|SOFTWARE PROVIDER|$10,625|—|$10,625| | DUANE MORRIS|LEGAL COUNSEL|$10,474|—|$10,474| | RAYGUN|WEBSITE DESIGN|$7,800|—|$7,800| | VERIZON|TELECOMM|$6,169|—|$6,169| | BLACKHAWK NETWORK INC|INCENTIVES|$6,032|—|$6,032| | STATE STREET GLOBAL ADVISORS TRUST|INVESTMENT MANAGER|$5,604|$119|$5,723| | ADOBE|SOFTWARE PROVIDER|$5,470|—|$5,470| | TRAKSTAR|HR IT|$5,085|—|$5,085| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [ANGELO, GORDON & CO.](https://planprovider.pro/provider/russell-investments) — INVESTMENT MANAGER - [JPMORGAN CHASE BANK](https://planprovider.pro/provider/jp-morgan-asset-management) — CUSTODIAN/BANK - [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor - [GUARDIAN](https://planprovider.pro/provider/alight-solutions) — INSURANCE - [DUANE MORRIS](https://planprovider.pro/provider/duane-morris-llp) — LEGAL COUNSEL ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $8,409,818 - **Estimated Expense Ratio:** 2.065% 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| ## Similar Plans - 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