Plan Snapshot
- Plan Sponsor: Intercos America, INC.
- Sponsor EIN: 133646536
- Sponsor Address: 200 ROUTE 303 NORTH, CONGERS, NY, 10920
- Plan Type: 401(k)
- Total Participants: 367
- Total Assets: $14.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 367 | $14.2M | $393,820 | $1.0M |
| 2023 | 385 | $11.9M | $343,042 | $844,923 |
| 2022 | 387 | $9.5M | $303,817 | $794,267 |
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 |
|---|---|---|---|---|
| FUNARO & CO., PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FUNARO & CO., PC — 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 | $71,570 | — | $4,800 | — | — |
| 2023 | $5,879 | — | — | — | — |
| 2022 | $3,892 | — | — | — | $3,892 |