Plan Snapshot
- Plan Sponsor: A & Z Pharmaceutical, INC.
- Sponsor EIN: 113262018
- Sponsor Address: 350 WIRELESS BLVD, HAUPPAUGE, NY, 11788
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $4.2M
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 | 139 | $4.2M | $304,234 | $353,228 |
| 2023 | 157 | $3.6M | $156,448 | $287,310 |
| 2022 | 153 | $2.9M | $195,192 | $326,055 |
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 |
|---|---|---|---|---|
| FARBER,BLICHT,EYERMAN & HERZOG, LLP | 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 | $37,501 | $13,844 | — | — | — |
| 2023 | $40,369 | $11,621 | — | — | — |
| 2022 | $20,790 | $6,818 | — | — | $13,972 |