Plan Snapshot
- Plan Sponsor: Lower West Side Household Services
- Sponsor EIN: 132781763
- Sponsor Address: 460 WILLIS AVENUE, 2ND FLOOR, BRONX, NY, 10455
- Plan Type: DC
- Total Participants: 55
- Total Assets: $294,139
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 55 | $294,139 | $0 | $37,441 |
| 2023 | 59 | $330,189 | $0 | $42,263 |
| 2022 | 81 | $304,058 | $0 | $40,124 |
| 2017 | 129 | $270,372 | $0 | $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 |
|---|---|---|---|---|
| BLATT & DAUMAN 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 | $6,680 | — | — | — | — |
| 2023 | $4,216 | — | — | — | — |
| 2022 | $4,583 | — | — | — | $4,583 |
| 2017 | $1,238 | — | — | — | — |