Plan Snapshot
- Plan Sponsor: Alcott Hr Group, LLC
- Sponsor EIN: 261638437
- Sponsor Address: 71 EXECUTIVE BLVD, FARMINGDALE, NY, 11735
- Plan Type: 401(k)
- Total Participants: 3,057
- Total Assets: $228.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,057 | $228.2M | $6.1M | $16.5M |
| 2023 | 1,549 | $197.0M | $5.6M | $14.4M |
| 2022 | 2,843 | $160.8M | $4.9M | $12.6M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | $22,700 | — | $22,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHNREZNICK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,700
- Estimated Expense Ratio: 0.010% 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 | $927,760 | $33,000 | $872,060 | $22,700 | — |
| 2023 | $782,272 | $30,000 | $731,272 | $21,000 | — |
| 2022 | $748,848 | $30,000 | $698,848 | — | $20,000 |