Plan Snapshot
- Plan Sponsor: Charles H. Greenthal Group, INC.
- Sponsor EIN: 132623405
- Sponsor Address: 3030 NORTHERN BLVD, LONG ISLAND CITY, NY, 11101
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $23,188 | $180,367 |
| 2022 | 135 | $13.7M | $152,994 | $855,649 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | NONE | $68,381 | — | $68,381 |
| ASCENSUS LLC | NONE | $19,154 | — | $19,154 |
| MARCUM LLP | Auditor | $12,173 | — | $12,173 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,708
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 |
|---|---|---|---|---|---|
| 2023 | $83,010 | $42,163 | $28,674 | $12,173 | — |
| 2022 | $87,534 | $68,380 | $19,154 | — | — |