Plan Snapshot
- Plan Sponsor: Buildon, INC.
- Sponsor EIN: 223128648
- Sponsor Address: 1111 SUMMER STREET, STAMFORD, CT, 06905
- Plan Type: DC
- Total Participants: 90
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 90 | $6.1M | $76,922 | $486,056 |
| 2023 | 86 | $5.2M | $62,800 | $463,823 |
| 2022 | 71 | $4.6M | $44,589 | $363,847 |
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 |
|---|---|---|---|---|
| GELMAN, ROSENBERG, AND FREEDMAN | 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 | $4,504 | — | $4,504 | — | — |
| 2023 | $1,953 | — | $1,953 | — | — |
| 2022 | $1,135 | — | $1,135 | — | — |