New York County Defender Services retirement plan: assets, participants and fees
What New York County Defender Services' retirement plan 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cassell Plan Audits (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| New York County Defender Services: employer contribution per participant | $8,153 | |
| Peer median | $2,521 |
| New York County Defender Services: average balance | $100,892 | |
| Peer median | $75,833 |
| New York County Defender Services: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.27% |
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 $10.7M at the end of plan year 2021 to $17.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 175 | $17.5M | $1.4M | $8,153 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 198 | $14.4M | $1.3M | $7,183 | 0.31% | Not published | Form 5500 ↗ |
| 2022 | 192 | $12.6M | $1.4M | $7,899 | 0.41% | Not published | Form 5500 ↗ |
| 2021 | 186 | $10.7M | $1M | $6,668 | 0.35% | Not published | Form 5500 ↗ |
Common questions
Does New York County Defender Services match 401(k) contributions?
The match terms for the New York County Defender Services Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $8,153 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the New York County Defender Services 401(k) match vested?
The vesting schedule for the New York County Defender Services Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the New York County Defender Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is New York County Defender Services.
I left New York County Defender Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (New York County Defender Services, (212) 803-5158) or the recordkeeper, Fidelity Investments Institutional. The New York County Defender Services old 401(k) page lists the contacts from every plan filing. Find an old New York County Defender Services 401(k)
Data from the public Form 5500 annual reports New York County Defender Services 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 New York County Defender Services. Not financial advice. Report a correction · Methodology