Plan Snapshot
- Plan Sponsor: Golden Krust Caribbean Bakery In
- Sponsor EIN: 133502079
- Sponsor Address: 399 KNOLLWOOD ROAD, WHITE PLAINS, NY, 10603
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 174 | $1.4M | $79,656 | $178,825 |
| 2023 | 178 | $1.6M | $41,975 | $167,900 |
| 2022 | 160 | $1.2M | $39,663 | $159,138 |
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 |
|---|---|---|---|---|
| THOMPSON & COMPANY PLLC | Auditor | $11,861 | — | $11,861 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,861
- Estimated Expense Ratio: 0.872% of plan assets
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 | $16,256 | — | — | $11,861 | — |
| 2023 | — | — | — | — | — |
| 2022 | $3,427 | $626 | — | — | — |