Plan Snapshot
- Plan Sponsor: Jack Resnick & Sons, INC.
- Sponsor EIN: 132575503
- Sponsor Address: 110 EAST 59TH STREET, 34TH FLOOR, NEW YORK, NY, 100221379
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $40.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 172 | $40.3M | $634,318 | $1.7M |
| 2023 | 178 | $36.2M | $621,328 | $1.6M |
| 2022 | 185 | $29.0M | $603,720 | $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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $125,863 | — | $125,863 | — | — |
| 2023 | $105,856 | — | $105,856 | — | — |
| 2022 | $100,315 | — | $100,315 | — | — |