Plan Snapshot
- Plan Sponsor: Equitable Financial Life Insurance Company
- Sponsor EIN: 135570651
- Sponsor Address: 100 MADISON STREET, SYRACUSE, NY, 13202
- Plan Type: 401(k)
- Total Participants: 7,549
- Total Assets: $2.6B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 7,549 | $2.6B | $60.1M | $94.8M |
| 2023 | 0 | $13.3M | $0 | $0 |
| 2022 | 0 | $12.4M | $0 | $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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | Auditor | $98,000 | — | $98,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,000
- Estimated Expense Ratio: 0.004% 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 |
|---|---|---|---|---|---|
| 2024 | $1,008,523 | — | — | $98,000 | — |
| 2023 | $106,396 | $71,727 | $8,096 | — | — |
| 2022 | $113,590 | $79,023 | $9,869 | — | — |