Plan Snapshot
- Plan Sponsor: Interaudi Bank
- Sponsor EIN: 133148430
- Sponsor Address: 19 E 54TH ST, NEW YORK, NY, 100223106
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $29.2M
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. |
|---|---|---|---|---|
| 2024 | 144 | $29.2M | $467,068 | $1.3M |
| 2023 | 133 | $24.4M | $406,250 | $1.1M |
| 2022 | 122 | $19.7M | $346,599 | $930,880 |
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 |
|---|---|---|---|---|
| MMA SECURITIES LLC | Investment Advisor | — | $18,750 | $18,750 |
| CROWE LLP | Other Service Provider | — | $8,235 | $8,235 |
| INTERAUDI BANK | Custodian / Trustee | — | $8,228 | $8,228 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,213
- Estimated Expense Ratio: 0.121% 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 | $2,008 | — | $2,008 | — | — |
| 2023 | $2,021 | — | $2,021 | — | — |
| 2022 | $2,905 | — | $2,905 | — | — |