# Continental Stock Transfer Corporation And Affiliated Companies 401(k) Plan
Source: https://planprovider.pro/companies/continental-stock-transfer-corporation-and-affiliated-companies-plan

> Continental Stock Transfer Corporation And Affiliated Companies's 401(k) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/eisneramper-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|$1,814|$1,687|—|—|—|

| 2023|$1,549|$1,549|—|—|—|

| 2022|$775|—|—|—|$775|

| 2020|$494|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/continental-stock-transfer-corporation-and-affiliated-companies-plan)

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