Plan Snapshot
- Plan Sponsor: Big Geyser INC.
- Sponsor EIN: 133350407
- Sponsor Address: 5765 48TH ST, MASPETH, NY, 113782015
- Plan Type: 401(k)
- Total Participants: 650
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 650 | $17.3M | $535,488 | $2.3M |
| 2023 | 600 | $14.1M | $442,853 | $1.8M |
| 2022 | 718 | $10.5M | $377,073 | $1.5M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $67,544 | — | $67,544 |
| NORTHWESTERN MUTUAL WEALTH MGMT | INVESTMENT ADVISORY | $25,652 | $15 | $25,667 |
| NORTHWESTERN MUTUAL INVESTMENT SERV | OTHER SERVICES | — | $13,319 | $13,319 |
| LILLING & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL WEALTH MGMT — INVESTMENT ADVISORY
- NORTHWESTERN MUTUAL INVESTMENT SERV — OTHER SERVICES
- LILLING & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,530
- Estimated Expense Ratio: 0.616% 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 | $94,774 | $25,660 | $67,544 | — | — |
| 2023 | $85,576 | — | $85,576 | — | — |
| 2022 | $73,335 | — | $73,335 | — | — |