Plan Snapshot
- Plan Sponsor: Ent And Allergy Associates, LLP
- Sponsor EIN: 134000192
- Sponsor Address: 660 WHITE PLAINS ROAD STE 400, TARRYTOWN, NY, 105915112
- Plan Type: 401(k)
- Total Participants: 931
- Total Assets: $88.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 931 | $88.0M | $6.8M | $2.9M |
| 2023 | 835 | $72.0M | $6.1M | $2.7M |
| 2022 | 842 | $55.9M | $5.4M | $2.3M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
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 | $89,758 | $19,958 | $69,800 | — | — |
| 2023 | $89,517 | $26,212 | $63,305 | — | — |
| 2022 | $40,665 | — | $40,665 | — | — |