Plan Snapshot
- Plan Sponsor: Complete Discovery Source INC.
- Sponsor EIN: 260074903
- Sponsor Address: 250 PARK AVE 18TH FLOOR, NEW YORK, NY, 10177
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $21.0M
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 | 217 | $21.0M | $293,453 | $1.9M |
| 2023 | 221 | $16.5M | $257,312 | $1.6M |
| 2022 | 175 | $12.9M | $254,402 | $1.5M |
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 |
|---|---|---|---|---|
| ANCHIN BLOCK & ANCHIN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANCHIN BLOCK & ANCHIN 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 | $58,339 | $34,028 | — | — | — |
| 2023 | $49,783 | $31,216 | — | — | — |
| 2022 | $49,634 | $20,548 | — | — | — |