Plan Snapshot
- Plan Sponsor: Krish Actuarial, INC.
- Sponsor EIN: 452777929
- Sponsor Address: 207 WEST 25TH AVENUE, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 205
- Total Assets: $15.9M
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. |
|---|---|---|---|---|
| 2025 | 205 | $15.9M | $0 | $0 |
| 2024 | 166 | $13.8M | $298,528 | $1.5M |
| 2023 | 175 | $13.3M | $283,902 | $1.3M |
| 2022 | 183 | $10.6M | $232,080 | $1.3M |
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 |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN LP | Investment Advisor | $33,676 | — | $33,676 |
| EMPOWER LIFE AND ANNUITY | Recordkeeper | $32,227 | — | $32,227 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,903
- Estimated Expense Ratio: 0.414% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $2,050,385 | — | $65,903 | — | — |
| 2024 | $63,682 | — | $63,682 | — | — |
| 2023 | $58,138 | — | $58,138 | — | — |
| 2022 | $68,978 | — | $68,978 | — | — |