Plan Ledger DOL Form 5500 · updated monthly

The New York Institute for Special Education403(b)

NYISE TAX DEFERRED ANNUITY PLAN · BRONX, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

The New York Institute for Special Education reported $1,328 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 0.007% to 0.006%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 2,230th-largest of 5,648 plans among New York employers on file, and the 1,445th of 3,091 in educational services. active participation has shrunk from 158 to 63 since 2022.

Plan summary
Net assets, end of year$24,209,044
Participants with balances130
Active participants63
Employer contributions—
Employee contributions$640,524
Employer contribution per active participant—
Average account balance$186,223
Benefits paid to participants$2,085,019
Plan auditDisclaimer of opinion
AuditorCONDON OMEARA MCGINTY & DONNELLY LL
Plan history3
Yearassets · accounts · employer contribution
2024$24.2M · 130 accts
2023$23.0M · 154 accts
2022$21.3M · 158 accts
Administrative expenses, itemized · 2024
Investment management$1,328
Total administrative$1,328
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.

Administrative cost history3
2024$1,328 · 0.01%
2023$1,394 · 0.01%
2022$1,604 · 0.01%
Similar plansEducational Services · New York
Birch Family Services, Inc. NY$26.7M · 0.64%
Staten Island Academy NY$26.0M · 0.00%
Afs USA NY$24.0M · 0.18%
Allendale Columbia School NY$23.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131740010 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.