Retirement plan

SECTION 403(B) RETIREMENT PLAN FOR SUPPORTIVE HOUSING NETWORK OF NEW YORK

Name: SUPPORTIVE HOUSING NETWORK OF NEW YORK - SECTION 403(B) RETIREMENT PLAN FOR SUPPORTIVE HOUSING NETWORK OF NEW YORK (2025) Form 5500
Creator: SUPPORTIVE HOUSING NETWORK OF NEW YORK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SECTION 403(B) RETIREMENT PLAN FOR SUPPORTIVE HOUSING NETWORK OF NEW YORK, SUPPORTIVE HOUSING NETWORK OF NEW YORK

SUPPORTIVE HOUSING NETWORK OF NEW YORKEIN 13-3755149Plan #001PY 2025

247 WEST 37TH STREET 18TH FLOOR - NEW YORK, NY 10018646-619-9640shnny.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.2M

+1.1% from 2024

Total participants

0.0% from 2024

Average account balance

$124,024

+1.1% from 2024

Annual return

13.60%

+4.01 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.23M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$124K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

163.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$201K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.60%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$26743

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2L2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$481K

$43761 / participant

Other / not subdivided$481K100.0%

% of EOY assets

21.563%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$124,024

$185,312-33.1%

$161,489-23.2%

$154,746-19.9%

Participation rate

100.0%

82.5%+17.5pp

78.7%+21.3pp

80.7%+19.3pp

Annual return

13.60%

103.84%-90.2pp

89.72%-76.1pp

172.34%-158.7pp

Employer contribution / active EE

$7,603

$4,769+59.4%

$4,268+78.1%

$4,379+73.6%

Participant deferral / active EE

$10,679

$6,350+68.2%

$5,630+89.7%

$6,730+58.7%

Admin fee / account holder

$26,743

$18,654+43.4%

$16,006+67.1%

$14,365+86.2%

SECTION 403(B) RETIREMENT PLAN FOR SUPPORTIVE HOUSING NETWORK OF NEW YORK

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SECTION 403(B) RETIREMENT PLAN FOR SUPPORTIVE HOUSING NETWORK OF NEW YORK

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion