Plan Snapshot
- Plan Sponsor: Engel Burman Senior Housing At East Meadow, INC.
- Sponsor EIN: 113481326
- Sponsor Address: 3355 VETERANS MEMORIAL HWY., RONKONKOMA, NY, 11779
- Plan Type: 401(k)
- Total Participants: 2,628
- Total Assets: $33.9M
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 | 2,628 | $33.9M | $1.2M | $5.3M |
| 2023 | 2,155 | $26.3M | $378,507 | $4.2M |
| 2022 | 1,976 | $20.1M | $294,828 | $3.1M |
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 |
|---|---|---|---|---|
| LILLING & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LILLING & COMPANY — 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 | $153,300 | $25,714 | — | — | — |
| 2023 | $127,407 | $44,489 | — | — | — |
| 2022 | $105,117 | — | — | — | — |