Plan Snapshot
- Plan Sponsor: Christie'S INC.
- Sponsor EIN: 132869902
- Sponsor Address: 20 ROCKEFELLER PLAZA, NEW YORK, NY, 10020
- Plan Type: 401(k)
- Total Participants: 583
- Total Assets: $148.3M
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. |
|---|---|---|---|---|
| 2024 | 583 | $148.3M | $3.4M | $6.0M |
| 2023 | 590 | $128.4M | $3.6M | $5.7M |
| 2022 | 556 | $106.3M | $3.0M | $4.9M |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | NONE | $71,539 | — | $71,539 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $21,369 | — | $21,369 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — NONE
- STRATEGIC ADVISORS, INC. — ADVISOR
- COHNREZNICK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,908
- Estimated Expense Ratio: 0.063% of plan assets
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 | $92,908 | $21,369 | — | — | — |
| 2023 | $88,680 | $19,910 | — | — | — |
| 2022 | $46,270 | $16,724 | — | — | — |