Plan Snapshot
- Plan Sponsor: Abc, INC.
- Sponsor EIN: 141284013
- Sponsor Address: 77 WEST 66TH STREET, NEW YORK, NY, 100236298
- Plan Type: DB
- Total Participants: 151
- Total Assets: $847.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 151 | $847.3M | $1.0M | $0 |
| 2023 | 163 | $925.7M | $1.1M | $0 |
| 2022 | 184 | $871.6M | $1.2M | $0 |
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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $56,500 | — | $56,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,500
- Estimated Expense Ratio: 0.007% 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 | $3,286,071 | $1,889,089 | $207,686 | $56,500 | — |
| 2023 | $3,940,947 | $2,495,808 | $214,400 | $56,500 | — |
| 2022 | $3,885,691 | $2,423,704 | $192,000 | — | $910,715 |