Plan Snapshot
- Plan Sponsor: A & T Healthcare, L.L.C.
- Sponsor EIN: 134090123
- Sponsor Address: 339 N MAIN ST, NEW CITY, NY, 109564300
- Plan Type: 401(k)
- Total Participants: 280
- Total Assets: $11.4M
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. |
|---|---|---|---|---|
| 2024 | 280 | $11.4M | $0 | $590,744 |
| 2023 | 290 | $10.0M | $0 | $560,996 |
| 2022 | 307 | $8.5M | $0 | $485,759 |
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 |
|---|---|---|---|---|
| HAEFELE, FLANAGAN & CO., P.C. | 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 | $65,001 | — | $65,001 | — | — |
| 2023 | $53,028 | — | $53,028 | — | — |
| 2022 | $55,884 | — | $55,884 | — | — |