Plan Snapshot
- Plan Sponsor: Gettry Marcus Cpa, P.C.
- Sponsor EIN: 133418879
- Sponsor Address: 88 FROEHLICH FARM BOULEVARD, WOODBURY, NY, 11797
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $973,922 | $0 | $0 |
| 2023 | 108 | $10.4M | $93,319 | $716,505 |
| 2022 | 103 | $9.7M | $103,478 | $732,295 |
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 |
|---|---|---|---|---|
| FUSION FAMILY WEALTH, LLC | Investment Advisor | $21,003 | — | $21,003 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | Recordkeeper | $11,950 | — | $11,950 |
| THE WOLF PENSION GROUP, LLC | Other Service Provider | $7,622 | — | $7,622 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,575
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $40,576 | — | $40,576 | — | — |
| 2023 | $20,070 | — | $20,070 | — | — |
| 2022 | $21,076 | — | $21,076 | — | — |