Plan Snapshot
- Plan Sponsor: Adm Promotions Usa, INC.
- Sponsor EIN: 300870059
- Sponsor Address: 9 WEST BROAD STREET, STAMFORD, CT, 06902
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $15.2M
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 | 159 | $15.2M | $217,107 | $1.2M |
| 2023 | 100 | $4.1M | $97,955 | $680,009 |
| 2022 | 99 | $2.9M | $0 | $609,901 |
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 |
|---|---|---|---|---|
| VARNEY & ASSOCIATES, CPAS, LLC | 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 | $58,478 | $31,117 | — | — | — |
| 2023 | $3,987 | $1,267 | $1,760 | — | — |
| 2022 | $1,789 | — | $75 | — | $1,714 |