Plan Snapshot
- Plan Sponsor: Dovedale Sales Corp.
- Sponsor EIN: 112106551
- Sponsor Address: 58 VANDERBILT MOTOR PKWY, COMMACK, NY, 11725
- Plan Type: 401(k)
- Total Participants: 258
- Total Assets: $16.0M
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 | 258 | $16.0M | $639,305 | $1.0M |
| 2023 | 290 | $13.8M | $507,083 | $924,719 |
| 2022 | 239 | $11.3M | $307,603 | $764,527 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $51,085 | — | $51,085 |
| FEDERATED SECURITIES, INC. | OTHER SERVICES | — | $6,463 | $6,463 |
| CITRIN COOPERMAN & COMPANY LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,548
- Estimated Expense Ratio: 0.359% 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 | $51,085 | — | $51,085 | — | — |
| 2023 | $67,534 | — | $67,534 | — | — |
| 2022 | $47,115 | — | $47,115 | — | — |