Plan Snapshot
- Plan Sponsor: American National Standards Institute
- Sponsor EIN: 131635253
- Sponsor Address: 1180 6TH AVE, 10TH FLOOR, NEW YORK, NY, 100368400
- Plan Type: 403(b)
- Total Participants: 222
- Total Assets: $65.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 222 | $65.1M | $1.7M | $2.9M |
| 2023 | 216 | $56.8M | $1.5M | $2.7M |
| 2022 | 212 | $45.8M | $1.4M | $2.4M |
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 |
|---|---|---|---|---|
| CBIZ CPAS 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 | $156,200 | $139,276 | — | — | — |
| 2023 | $87,002 | $81,913 | — | — | — |
| 2022 | $241,938 | $241,938 | — | — | — |