Plan Snapshot
- Plan Sponsor: Local 1102 Storeworkers Retirement Plan
- Sponsor EIN: 136415958
- Sponsor Address: 311 CROSSWAYS PARK DRIVE, WOODSBURY, NY, 117972041
- Plan Type: DB
- Total Participants: 0
- Total Assets: $20.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $20.5M | $0 | $0 |
| 2023 | 0 | $18.7M | $3,336 | $0 |
| 2022 | 0 | $17.0M | $3,336 | $0 |
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 |
|---|---|---|---|---|
| NOVAK FRANCELLA LLC | Auditor | $28,375 | — | $28,375 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,375
- Estimated Expense Ratio: 0.138% 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 |
|---|---|---|---|---|---|
| 2024 | $415,950 | $111,220 | — | $28,375 | — |
| 2023 | $382,746 | $103,476 | — | $26,271 | — |
| 2022 | $373,280 | $101,698 | — | — | $57,910 |