Plan Snapshot
- Plan Sponsor: Granite Comfort LP
- Sponsor EIN: 841883539
- Sponsor Address: 717 5TH AVENUE, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 325
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 325 | $7.3M | $698,802 | $1.3M |
| 2022 | 175 | $4.6M | $408,366 | $777,472 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $105,596 | — | $105,596 |
| BOWLINE FINANCIAL LLC | INVESTMENT/FINANCIAL ADVI | $73,358 | — | $73,358 |
| ROSENFIELD & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $178,954
- Estimated Expense Ratio: 2.449% 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 |
|---|---|---|---|---|---|
| 2023 | $44,739 | $18,340 | — | — | — |
| 2022 | $19,970 | — | — | — | — |