Plan Snapshot
- Plan Sponsor: Eat Is Owned By Eli Zabar INC.
- Sponsor EIN: 132748251
- Sponsor Address: 426 EAST 91ST STREET 2ND FLOOR, NEW YORK, NY, 101286802
- Plan Type: 401(k)
- Total Participants: 438
- Total Assets: $15.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 438 | $15.9M | $257,336 | $564,791 |
| 2023 | 75 | $14.5M | $250,981 | $468,616 |
| 2022 | 421 | $12.2M | $239,215 | $459,595 |
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 |
|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | INVESTMENT ADVISOR | $35,896 | — | $35,896 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $25,098 | — | $25,098 |
| CARON AND BLETZER PLLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JANNEY MONTGOMERY SCOTT LLC — INVESTMENT ADVISOR
- CARON AND BLETZER PLLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,994
- Estimated Expense Ratio: 0.384% 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 | $61,187 | $36,135 | — | — | — |
| 2023 | $53,006 | $31,329 | $22,329 | — | — |
| 2022 | $54,976 | $31,871 | $22,880 | — | — |