Plan Snapshot
- Plan Sponsor: H2m Architects, Engineers, Geology, Land Surveying And Landscape Archi
- Sponsor EIN: 112235604
- Sponsor Address: 538 BROAD HOLLOW ROAD, 4TH FLOOR EA, MELVILLE, NY, 11747
- Plan Type: 401(k)
- Total Participants: 574
- Total Assets: $167.9M
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 | 574 | $167.9M | $4.6M | $7.1M |
| 2023 | 544 | $150.4M | $3.9M | $6.2M |
| 2022 | 450 | $121.9M | $3.4M | $5.4M |
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 |
|---|---|---|---|---|
| GRASSI & CO., CPA'S P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRASSI & CO., CPA'S P.C. — Auditor
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 | $210,412 | $30,808 | — | — | — |
| 2023 | $174,581 | $23,561 | — | — | — |
| 2022 | $166,540 | — | $166,540 | — | — |