Plan Snapshot
- Plan Sponsor: Hampton Jitney, INC.
- Sponsor EIN: 112330835
- Sponsor Address: 253 EDWARDS AVENUE, CALVERTON, NY, 119331641
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $10.7M
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 | 157 | $10.7M | $148,035 | $624,443 |
| 2023 | 154 | $9.7M | $123,562 | $517,529 |
| 2022 | 197 | $8.7M | $106,035 | $459,220 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $46,723 | — | $46,723 |
| PARK AVENUE SECURITIES | INVESTMENT ADVISORY | — | $17,110 | $17,110 |
| TMI CPA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PARK AVENUE SECURITIES — INVESTMENT ADVISORY
- TMI CPA PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,833
- Estimated Expense Ratio: 0.597% 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 | $46,723 | — | $46,723 | — | — |
| 2023 | $43,758 | — | $43,758 | — | — |
| 2022 | $41,510 | — | $41,510 | — | — |