Plan Snapshot
- Plan Sponsor: Envirotrac Ltd.
- Sponsor EIN: 113180933
- Sponsor Address: 5 OLD DOCK ROAD, YAPHANK, NY, 11980
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $24.6M
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 | 145 | $24.6M | $301,792 | $969,863 |
| 2023 | 139 | $21.8M | $0 | $872,087 |
| 2022 | 143 | $18.3M | $169,134 | $927,710 |
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 |
|---|---|---|---|---|
| BLATT & DAUMAN 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 | $68,308 | — | $68,158 | — | — |
| 2023 | $42,935 | — | $42,680 | — | — |
| 2022 | $47,343 | — | $47,073 | — | — |