Plan Snapshot
- Plan Sponsor: Long Island Minimally Invasive Surgery, P.C.
- Sponsor EIN: 113638939
- Sponsor Address: 125 MINEOLA AVENUE, ROSLYN HEIGHTS, NY, 11577
- Plan Type: 401(k)
- Total Participants: 430
- Total Assets: $16.0M
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 | 430 | $16.0M | $1.0M | $2.0M |
| 2023 | 351 | $10.6M | $893,434 | $1.8M |
| 2022 | 385 | $6.5M | $543,778 | $1.1M |
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 |
|---|---|---|---|---|
| BELFINT, LYONS & SHUMAN, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT, LYONS & SHUMAN, P.A. — 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 | $34,782 | — | $34,782 | — | — |
| 2023 | $13,015 | — | $13,015 | — | — |
| 2022 | $22,946 | — | $22,946 | — | — |