Plan Snapshot
- Plan Sponsor: Guide Dog Foundation For The Blind
- Sponsor EIN: 111687477
- Sponsor Address: 371 E JERICHO TPKE, SMITHTOWN, NY, 117872906
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $20.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 162 | $20.5M | $543,813 | $683,985 |
| 2023 | 116 | $22.2M | $509,000 | $687,706 |
| 2022 | 156 | $19.4M | $511,771 | $627,564 |
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 |
|---|---|---|---|---|
| CERINI & ASSOCIATES, LLP | 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 | $2,377 | — | — | — | — |
| 2023 | $1,089 | — | — | — | — |
| 2022 | — | — | — | — | — |