Plan Snapshot
- Plan Sponsor: Capital Realty Group INC
- Sponsor EIN: 201127702
- Sponsor Address: 86 E. ROUTE 59, SPRING VALLEY, NY, 10977
- Plan Type: 401(k)
- Total Participants: 405
- Total Assets: $4.5M
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 | 405 | $4.5M | $327,875 | $528,892 |
| 2023 | 370 | $3.4M | $255,889 | $416,428 |
| 2022 | 334 | $2.6M | $197,300 | $313,835 |
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 |
|---|---|---|---|---|
| FASTEN HALBERSTAM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FASTEN HALBERSTAM 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 | $6,946 | — | $6,946 | — | — |
| 2023 | $23,249 | — | $23,249 | — | — |
| 2022 | $26,856 | — | $26,856 | — | — |