Plan Snapshot
- Plan Sponsor: Earthbound LLC
- Sponsor EIN: 134147038
- Sponsor Address: 156 5TH AVENUE, NEW YORK, NY, 10010
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 112 | $6.0M | $87,317 | $684,265 |
| 2023 | 127 | $5.0M | $84,827 | $634,703 |
| 2022 | 141 | $4.1M | $66,223 | $605,484 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | Investment Advisor | $40,377 | — | $40,377 |
| CONCIERGE RETIREMENT SERVICES, INC | Other Service Provider | $13,113 | — | $13,113 |
| CONCIERGE RETIREMENT SERVICES, INC. | Other Service Provider | $13,113 | — | $13,113 |
| EMPOWER LIFE & ANNUITY INS CO OF NY | Recordkeeper | $6,028 | — | $6,028 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,631
- Estimated Expense Ratio: 1.217% 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 | $39,464 | — | $39,464 | — | — |
| 2023 | $30,478 | — | — | — | — |
| 2022 | $26,498 | — | — | — | $26,498 |