Plan Snapshot
- Plan Sponsor: 29th Street Property Management, LLC
- Sponsor EIN: 383955274
- Sponsor Address: 325 W MAIN STREET, 10TH FLOOR, LOUISVILLE, KY, 402024254
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 309 | $3.7M | $364,065 | $608,987 |
| 2023 | 333 | $2.6M | $341,281 | $577,639 |
| 2022 | 396 | $1.6M | $274,152 | $478,961 |
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 |
|---|---|---|---|---|
| SKIBBIE CPA INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $43,691 | $637 | $39,558 | — | — |
| 2023 | $34,319 | $399 | $29,165 | — | — |
| 2022 | $19,893 | $219 | $12,567 | — | $7,107 |