Plan Snapshot
- Plan Sponsor: 61st Street Service Corporation
- Sponsor EIN: 133236346
- Sponsor Address: 590 FIFTH AVE 3RD FLOOR, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 1,497
- Total Assets: $62.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 1,497 | $62.7M | $3.1M | $3.3M |
| 2023 | 1,370 | $54.3M | $2.7M | $3.0M |
| 2022 | 1,279 | $46.6M | $2.7M | $2.6M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $130,375 | — | $130,375 |
| GALLAGHER BENEFIT SERVICE, INC. | Investment Advisor | $50,000 | — | $50,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- GALLAGHER BENEFIT SERVICE, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $180,375
- Estimated Expense Ratio: 0.288% 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 | $180,375 | $50,000 | — | — | — |
| 2023 | $122,744 | $500 | — | — | — |
| 2022 | $132,284 | $24,500 | — | — | — |