Plan Snapshot
- Plan Sponsor: Compstak, INC
- Sponsor EIN: 453603352
- Sponsor Address: 675 AVENUE OF THE AMERICA, NEW YORK, NY, 10011
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $3.4M
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 | 64 | $3.4M | $0 | $663,257 |
| 2023 | 82 | $2.8M | $552 | $739,870 |
| 2022 | 128 | $1.9M | $0 | $624,768 |
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 |
|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | RECORDKEEPER | $14,629 | — | $14,629 |
| SMITH & HOWARD, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUMAN INTEREST ADVISOR LLC — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,629
- Estimated Expense Ratio: 0.433% 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 | $14,611 | $14,611 | — | — | — |
| 2023 | $10,311 | $10,311 | — | — | — |
| 2022 | — | — | — | — | — |