Plan Snapshot
- Plan Sponsor: Continental Stock Transfer Corporation And Affiliated Companies
- Sponsor EIN: 131996565
- Sponsor Address: 1 STATE STREET, 30TH FLOOR, NEW YORK, NY, 10004
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 204 | $7.3M | $0 | $684,116 |
| 2023 | 216 | $6.0M | $0 | $665,739 |
| 2022 | 206 | $4.3M | $0 | $592,834 |
| 2020 | 120 | $3.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| EISNER AMPER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNER AMPER — 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 | $1,814 | $1,687 | — | — | — |
| 2023 | $1,549 | $1,549 | — | — | — |
| 2022 | $775 | — | — | — | $775 |
| 2020 | $494 | — | — | — | — |