Plan Snapshot
- Plan Sponsor: Broadway National Group LLC
- Sponsor EIN: 320264344
- Sponsor Address: 100 DAVIDS DRIVE, HAUPPAUGE, NY, 11788
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 220 | $3.3M | $128,608 | $488,549 |
| 2023 | 237 | $2.7M | $122,962 | $475,021 |
| 2022 | 200 | $2.1M | $58,768 | $390,744 |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PLLC — Auditor
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 | $17,171 | — | — | — | — |
| 2023 | $2,670 | — | — | — | — |
| 2022 | $1,321 | — | — | — | — |