Plan Snapshot
- Plan Sponsor: Global Tote Us LLC
- Sponsor EIN: 010894947
- Sponsor Address: 2319 WHITNEY AVE, HAMDEN, CT, 06518
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $6.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 113 | $6.9M | $93,528 | $452,853 |
| 2023 | 140 | $6.8M | $112,171 | $597,350 |
| 2022 | 219 | $5.9M | $144,580 | $801,113 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $2,819 | $2,250 | — | — | — |
| 2023 | $2,378 | $1,791 | — | — | — |
| 2022 | $1,712 | $924 | — | — | — |