Plan Snapshot
- Plan Sponsor: Intesa Sanpaolo S.P.A.
- Sponsor EIN: 522196811
- Sponsor Address: 1 WILLIAM STREET, NEW YORK, NY, 10004
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $82.2M
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 | 167 | $82.2M | $2.4M | $2.1M |
| 2023 | 158 | $70.6M | $2.2M | $1.9M |
| 2022 | 158 | $62.0M | $2.2M | $1.7M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $61,975 | $61,975 | — | — | — |
| 2023 | $17,200 | $17,200 | — | — | — |
| 2022 | $2,150 | — | — | — | — |