Plan Snapshot
- Plan Sponsor: Furnished Quarters Holdings, LLC
- Sponsor EIN: 203958106
- Sponsor Address: 104 W 27TH STREET, 4TH FLOOR, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $7.0M
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 | 119 | $7.0M | $292,836 | $617,680 |
| 2023 | 95 | $5.7M | $273,956 | $570,836 |
| 2022 | 100 | $4.2M | $235,084 | $487,732 |
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 |
|---|---|---|---|---|
| CAPOSSELA COHEN LLC | 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 | $404,135 | — | $20,807 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $15,007 | — | — | — | — |