Greater Mental Health of New York 403(b) match, vesting and fees
What Greater Mental Health of New York's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Cpi Qualified Plan Consultants, Inc | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Greater Mental Health of New York: employer contribution per participant | — | |
| Peer median | $1,468 |
| Greater Mental Health of New York: average balance | $59,745 | |
| Peer median | $37,786 |
| Greater Mental Health of New York: admin expenses ÷ assets | 0.48% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.6M at the end of plan year 2021 to $14.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 432 | $14.6M | — | — | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 371 | $8.2M | — | — | 0.48% | Not published | Form 5500 ↗ |
| 2022 | 347 | $6.7M | — | — | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 330 | $7.6M | $0 | $0 | 0.31% | Not published | Form 5500 ↗ |
Other Greater Mental Health of New York plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Greater Mental Health of New York Profit Sharing Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Cpi Qualified Plan Consultants, Inc | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P. C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Greater Mental Health of New York match 401(k) contributions?
The match terms for the Greater Mental Health of New York 403(b) Plan have not been published from its filing yet.
When is the Greater Mental Health of New York 401(k) match vested?
The vesting schedule for the Greater Mental Health of New York 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Greater Mental Health of New York 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Cpi Qualified Plan Consultants, Inc. The plan administrator is Greater Mental Health of New York, Inc..
I left Greater Mental Health of New York. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Greater Mental Health of New York, Inc., (914) 345-5900) or the recordkeeper, Cpi Qualified Plan Consultants, Inc. The Greater Mental Health of New York old 401(k) page lists the contacts from every plan filing. Find an old Greater Mental Health of New York 401(k)
Data from the public Form 5500 annual reports Greater Mental Health of New York filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Greater Mental Health of New York. Not financial advice. Report a correction · Methodology