Plan Snapshot
- Plan Sponsor: Intercept Interactive INC.
- Sponsor EIN: 134161931
- Sponsor Address: ONE WORLD TRADE CENTER, NEW YORK, NY, 10007
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $26.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 166 | $26.2M | $1.1M | $1.8M |
| 2023 | 160 | $22.9M | $1.1M | $1.7M |
| 2022 | 157 | $17.9M | $921,695 | $1.5M |
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 |
|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS INC. | THIRDPARTY ADMINISTRATOR | — | $12,040 | $12,040 |
| SAMUEL GOLDSTEIN & CO., P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAMUEL GOLDSTEIN & CO., P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,040
- Estimated Expense Ratio: 0.046% 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 | $5,730 | — | $5,480 | — | — |
| 2023 | $3,130 | — | $2,395 | — | — |
| 2022 | $3,795 | — | $3,795 | — | — |