Plan Snapshot
- Plan Sponsor: Kobrand Corporation
- Sponsor EIN: 135575332
- Sponsor Address: ONE MANHATTANVILLE ROAD, PURCHASE, NY, 10577
- Plan Type: DC
- Total Participants: 163
- Total Assets: $67.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 163 | $67.2M | $2.6M | $1.5M |
| 2023 | 154 | $63.5M | $2.5M | $1.5M |
| 2022 | 154 | $55.4M | $2.4M | $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 |
|---|---|---|---|---|
| CBIZ CPAS P.C | 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 | $35,525 | — | — | — | — |
| 2023 | $33,053 | — | — | — | — |
| 2022 | $36,607 | — | — | — | — |