# Breezy Point Cooperative, INC. 401(k) Plan
Source: https://planprovider.pro/companies/breezy-point-cooperative-inc-401k-plan

> Breezy Point Cooperative, INC.'s 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Breezy Point Cooperative, INC.

- **Sponsor EIN:** 111965419

- **Sponsor Address:** 20230 ROCKAWAY POINT BLVD, ROCKAWAY POINT, NY, 116971113

- **Plan Type:** 401(k)

- **Total Participants:** 101

- **Total Assets:** $13.2M

## 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|101|$13.2M|$312,419|$646,159|

| 2023|101|$11.5M|$294,594|$574,185|

| 2022|89|$10.0M|$239,069|$513,285|

## 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|$39,322|—|$39,322|

| KVLSM LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KVLSM LLP](https://planprovider.pro/provider/kvlsm-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,322

- **Estimated Expense Ratio:** 0.297% 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|$39,322|—|$39,322|—|—|

| 2023|$33,340|—|$33,340|—|—|

| 2022|$21,592|—|$21,592|—|—|

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