Plan Snapshot
- Plan Sponsor: Arc Excess & Surplus, LLC
- Sponsor EIN: 113367953
- Sponsor Address: 113 SOUTH SERVICE ROAD, JERICHO, NY, 11753
- Plan Type: DC
- Plan Number: 001
- Total Participants: 167
- Total Assets: $25.3M
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 | 167 | $25.3M | $1.0M | $0 |
| 2023 | 168 | $22.2M | $1.1M | $0 |
| 2022 | 160 | $20.2M | $980,561 | $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 |
|---|---|---|---|---|
| SCHULMAN LOBEL 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 | $115,811 | $115,811 | — | — | — |
| 2023 | $99,631 | $99,631 | — | — | — |
| 2022 | $89,428 | — | — | — | $89,428 |