Plan Snapshot
- Plan Sponsor: Kurt Weiss Greenhouses, INC.
- Sponsor EIN: 112010615
- Sponsor Address: 95 MAIN STREET, CENTER MORICHES, NY, 11934
- Plan Type: 401(k)
- Total Participants: 334
- Total Assets: $10.4M
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 | 334 | $10.4M | $58,228 | $545,811 |
| 2023 | 247 | $9.2M | $60,994 | $524,786 |
| 2022 | 288 | $7.9M | $53,586 | $451,429 |
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 |
|---|---|---|---|---|
| ROSS STRENT & COMPANY 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 | $737 | — | — | — | — |
| 2023 | $755 | — | — | — | — |
| 2022 | $793 | — | — | — | — |