Plan Snapshot
- Plan Sponsor: Contractpod Technologies, INC.
- Sponsor EIN: 371895797
- Sponsor Address: 66 HUDSON BLVD E FL 23, NEW YORK, NY, 100012198
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $4.3M
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 | 59 | $4.3M | $366,827 | $728,779 |
| 2023 | 70 | $2.8M | $415,074 | $756,564 |
| 2022 | 123 | $1.4M | $479,865 | $652,179 |
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 |
|---|---|---|---|---|
| ROGOFF & COMPANY PC | Auditor | — | — | $0 |
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 | $6,918 | $6,543 | — | — | — |
| 2023 | $5,583 | $5,058 | — | — | — |
| 2022 | — | — | — | — | — |