Plan Snapshot
- Plan Sponsor: Borah, Goldstein, Altschuler,
- Sponsor EIN: 112512985
- Sponsor Address: 377 BROADWAY FL 5, NEW YORK, NY, 100133993
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $17.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 89 | $17.0M | $68,550 | $927,448 |
| 2023 | 90 | $15.0M | $64,965 | $837,927 |
| 2022 | 122 | $12.9M | $57,777 | $683,891 |
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 |
|---|---|---|---|---|
| SATTY, LEVINE & CIACCO, CPA'S PC | 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 | $8,856 | $7,279 | — | — | — |
| 2023 | $12,805 | $6,573 | — | — | — |
| 2022 | $11,239 | — | $11,239 | — | — |