Plan Snapshot
- Plan Sponsor: International Real Estate Part
- Sponsor EIN: 611952142
- Sponsor Address: 4020 HARLAND RD, SEAFORD, NY, 117831959
- Plan Type: 401(k)
- Total Participants: 60
- Total Assets: $880,309
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 | 60 | $880,309 | $69,972 | $264,410 |
| 2023 | 137 | $1.8M | $138,893 | $526,138 |
| 2022 | 134 | $1.2M | $138,668 | $525,015 |
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 |
|---|---|---|---|---|
| SHAWN POOLER, CPA | Auditor | — | — | $0 |
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 | $8,543 | $493 | $7,190 | — | — |
| 2023 | $9,705 | $657 | $8,188 | — | — |
| 2022 | $6,222 | $421 | $5,801 | — | — |