Plan Snapshot
- Plan Sponsor: Calico Cottage, INC.
- Sponsor EIN: 112687580
- Sponsor Address: 210 NEW HIGHWAY, AMITYVILLE, NY, 117011116
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $10.6M
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 | 76 | $10.6M | $63,568 | $456,877 |
| 2023 | 75 | $19.9M | $63,235 | $504,218 |
| 2022 | 86 | $16.3M | $47,709 | $494,968 |
| 2021 | 65 | $20.3M | $59,809 | $455,947 |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — 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 | $50 | — | — | — | — |
| 2023 | $25 | — | — | — | — |
| 2022 | $852,148 | — | — | — | — |
| 2021 | $1,703,606 | — | $25 | — | — |