Plan Snapshot
- Plan Sponsor: Jaspan Schlesinger Narendran LLP
- Sponsor EIN: 131546481
- Sponsor Address: 300 GARDEN CITY PLAZA, GARDEN CITY, NY, 11530
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $22.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 67 | $22.0M | $282,340 | $824,308 |
| 2023 | 71 | $21.0M | $340,520 | $810,366 |
| 2022 | 77 | $17.2M | $417,683 | $757,984 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $3,630 | — | $3,630 | — | — |
| 2023 | $2,225 | — | $2,225 | — | — |
| 2022 | $2,275 | — | $2,275 | — | — |