Plan Ledger DOL Form 5500 · updated monthly

Research Foundation for Mental Hygiene, Inc.403(b)

RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. TDA AND (FROZEN) DC PLAN · MENANDS, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

Research Foundation for Mental Hygiene, Inc. reported $15,115 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.013% to 0.007%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 444th-largest of 5,648 plans among New York employers on file, and the 761st of 11,654 in professional & technical services. active participation has grown from 575 to 1,471 since 2022.

Plan summary
Net assets, end of year$213,445,285
Participants with balances3,100
Active participants1,471
Employer contributions—
Employee contributions$5,244,768
Employer contribution per active participant—
Average account balance$68,853
Benefits paid to participants$14,828,114
Plan auditUnmodified (clean) audit opinion
AuditorUHY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$213.4M · 3,100 accts
2023$199.9M · 2,994 accts
2022$182.8M · 2,072 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,200
Audit (IQPA)$12,915
Total administrative$15,115
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TIAA · Recordkeeping · Pension consulting$2,200
UHY LLP · Accounting / audit$12,915

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$15,115 · 0.01%
2023$25,979 · 0.01%
2022$25,038 · 0.01%
All plans at this employer2
RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLANMoney purchase plan
RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. TDA AND (FROZEN) DC PLAN403(b)
Same employer
Similar plansProfessional & Technical Services · New York
Horizon Media Holdings, LLC NY$232.2M · 0.12%
Kasowitz Benson Torres LLP NY$220.1M · 0.09%
Bond, Schoeneck & King PLLC NY$214.2M · 0.05%
Capri Holdings Limited (USA) NY$213.7M · 0.37%
Harris Beach PLLC NY$211.2M · 0.11%
The Npd Group, Inc. NY$208.1M · 0.08%
Clifford Chance US LLP NY$205.7M · 0.01%
Uipath, Inc. NY$202.2M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 141410842 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.