Plan Snapshot
- Plan Sponsor: Generali - U.S. Branch
- Sponsor EIN: 135617450
- Sponsor Address: 28 LIBERTY STREET, NEW YORK, NY, 10005
- Plan Type: DB
- Total Participants: 9
- Total Assets: $36.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9 | $36.7M | $341,322 | $0 |
| 2023 | 9 | $35.4M | $92,489 | $0 |
| 2022 | 11 | $33.3M | $88,512 | $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 |
|---|---|---|---|---|
| JOHNSON LAMBERT, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSON LAMBERT, 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 | $129,252 | — | — | — | — |
| 2023 | $120,793 | — | — | — | — |
| 2022 | $130,523 | — | — | — | $1,880 |