Plan Snapshot
- Plan Sponsor: Billups, LLC
- Sponsor EIN: 542128857
- Sponsor Address: 224 W 35TH STREET, STE 500 PMB 196, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $11.1M
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 | 132 | $11.1M | $488,593 | $1.1M |
| 2023 | 118 | $7.7M | $236,715 | $968,053 |
| 2022 | 123 | $5.3M | $286,788 | $773,013 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL | FINANCIAL ADVISOR | — | $21,429 | $21,429 |
| GEFFEN MESHER & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL — FINANCIAL ADVISOR
- GEFFEN MESHER & COMPANY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,429
- Estimated Expense Ratio: 0.193% 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 | $5,725 | — | $5,575 | — | — |
| 2023 | $14,801 | — | — | — | — |
| 2022 | $29,263 | $10,944 | $18,119 | — | — |