Plan Snapshot
- Plan Sponsor: Competitive Socialising Us, LLC
- Sponsor EIN: 815402807
- Sponsor Address: 143 W. 29TH STREET, 7TH FLOOR, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $816,028
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 208 | $816,028 | $0 | $433,118 |
| 2023 | 244 | $466,174 | $0 | $405,201 |
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 |
|---|---|---|---|---|
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — 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 | $26,002 | $3,017 | $22,985 | — | — |
| 2023 | $15,760 | $780 | $14,911 | — | — |