Plan Snapshot
- Plan Sponsor: A.G. Consulting Engineering, P.C.
- Sponsor EIN: 134073844
- Sponsor Address: 131 WEST 33RD STREET, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 99 | $7.5M | $248,482 | $690,155 |
| 2023 | 90 | $6.0M | $213,658 | $644,500 |
| 2022 | 79 | $4.4M | $216,463 | $518,466 |
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 |
|---|---|---|---|---|
| G MARCUS CPA | 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 |
|---|---|---|---|---|---|
| 2024 | $479,119 | — | $3,950 | — | — |
| 2023 | $261,078 | — | $3,606 | — | — |
| 2022 | $3,570 | — | — | — | — |