Plan Snapshot
- Plan Sponsor: Cipriani Usa INC
- Sponsor EIN: 134003902
- Sponsor Address: 110 EAST 42ND STREET 5TH FL, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 566
- Total Assets: $3.6M
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 | 566 | $3.6M | $0 | $773,948 |
| 2023 | 520 | $2.6M | $0 | $613,524 |
| 2022 | 170 | $1.7M | $0 | $557,263 |
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 |
|---|---|---|---|---|
| PKF OCONNOR DAVIES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF OCONNOR DAVIES — 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 | $19,181 | — | — | — | — |
| 2023 | $9,867 | $8,683 | — | — | — |
| 2022 | $7,685 | — | — | — | — |