Plan Snapshot
- Plan Sponsor: 239 Legris Ave Operations, LLC
- Sponsor EIN: 823615975
- Sponsor Address: 239 LEGRIS AVENUE, WEST WARWICK, RI, 02893
- Plan Type: 401(k)
- Total Participants: 723
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 723 | $7.1M | $178,325 | $676,900 |
| 2023 | 956 | $6.2M | $0 | $488,073 |
| 2022 | 533 | $4.1M | $0 | $123,885 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMIN | $43,612 | — | $43,612 |
| PARK AVENUE SECURITIES | INVESTMENT ADVISORY | — | $17,612 | $17,612 |
| THE BENEFIT ADVANTAGE INC | ADMINISTRATOR | $3,825 | $2,802 | $6,627 |
| BLATT & DAUMAN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PARK AVENUE SECURITIES — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,851
- Estimated Expense Ratio: 0.958% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $34,302 | — | $34,302 | — | — |
| 2023 | $35,938 | — | $35,938 | — | — |
| 2022 | $14,653 | — | — | — | $14,653 |