Plan Snapshot
- Plan Sponsor: Elmont Cemetery, INC.
- Sponsor EIN: 110717250
- Sponsor Address: 300 ELMONT ROAD, ELMONT, NY, 11003
- Plan Type: DB
- Plan Number: 002
- Total Participants: 158
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 158 | $3.4M | $0 | $0 |
| 2024 | 80 | $3.2M | $0 | $0 |
| 2023 | 94 | $3.1M | $175,000 | $0 |
| 2022 | 90 | $2.7M | $175,000 | $0 |
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 |
|---|---|---|---|---|
| BANK OF AMERICA | Custodian / Trustee | $12,195 | — | $12,195 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,195
- Estimated Expense Ratio: 0.363% 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 |
|---|---|---|---|---|---|
| 2025 | $181,555 | $12,195 | — | — | — |
| 2024 | $11,636 | $11,636 | — | — | — |
| 2023 | $10,535 | $10,535 | — | — | — |
| 2022 | $10,440 | $10,440 | — | — | — |