Plan Snapshot
- Plan Sponsor: Eger Lutheran Homes And Services, INC.
- Sponsor EIN: 135564936
- Sponsor Address: 140 MEISNER AVE, STATEN ISLAND, NY, 10306
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $9.9M
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 | 178 | $9.9M | $142,301 | $195,649 |
| 2023 | 133 | $13.0M | $154,591 | $253,023 |
| 2022 | 104 | $12.6M | $189,664 | $344,131 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, 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 | $64,849 | — | $64,849 | — | — |
| 2023 | $63,147 | — | $63,147 | — | — |
| 2022 | $76,553 | — | $76,553 | — | — |