Plan Snapshot
- Plan Sponsor: Gen Four Holding Group LLC
- Sponsor EIN: 853629092
- Sponsor Address: 525 EXECUTIVE BLVD., ELMSFORD, NY, 105231240
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $194,920
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2 | $194,920 | $5,802 | $8,894 |
| 2023 | 135 | $1.4M | $47,225 | $65,315 |
| 2022 | 132 | $1.2M | $88,474 | $34,417 |
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 |
|---|---|---|---|---|
| SIMIONE MACCA & LARROW, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIMIONE MACCA & LARROW, LLP — 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 | $2,925 | $59 | $2,858 | — | — |
| 2023 | $8,664 | $249 | $8,245 | — | — |
| 2022 | $7,936 | $235 | $7,701 | — | — |