Plan Snapshot
- Plan Sponsor: Hanky Panky Ltd.
- Sponsor EIN: 132915616
- Sponsor Address: 45 WEST 25TH STREET, NEW YORK, NY, 10010
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $9.5M
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 | 74 | $9.5M | $265,614 | $377,206 |
| 2023 | 77 | $8.0M | $264,999 | $404,252 |
| 2022 | 83 | $6.5M | $231,841 | $455,172 |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVC | RECORDKEEPER | $11,898 | — | $11,898 |
| CBIZ, CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,898
- Estimated Expense Ratio: 0.126% 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 | $11,898 | — | $225 | — | — |
| 2023 | $11,073 | — | $575 | — | — |
| 2022 | $11,424 | $10,399 | — | — | — |