# Make The Road New York 401(k) Plan
Source: https://planprovider.pro/companies/make-the-road-new-york-401k-plan

> Make The Road New York's 401(k) plan: 352 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Make The Road New York

- **Sponsor EIN:** 113344389

- **Sponsor Address:** 301 GROVE STREET, BROOKLYN, NY, 11237

- **Plan Type:** 401(k)

- **Total Participants:** 352

- **Total Assets:** $12.1M

## 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|352|$12.1M|$845,695|$1.3M|

| 2023|312|$9.5M|$719,786|$1.1M|

| 2022|302|$7.0M|$619,129|$867,702|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$27,544|—|$27,544|

| CETERA ADVISORS LLC|ADVISOR|—|$24,931|$24,931|

| WITHUMSMITH BROWN|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WITHUMSMITH BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $52,475

- **Estimated Expense Ratio:** 0.434% 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|$27,544|—|—|—|—|

| 2023|$19,864|—|—|—|—|

| 2022|$17,552|—|—|—|—|

## Similar Plans

- [United Mortgage Corp](https://planprovider.pro/companies/united-mortgage-corp-plan) — 353 participants

- [Persistent Systems LLC](https://planprovider.pro/companies/persistent-systems-llc-401k-plan) — 350 participants

- [Fr Parallel Sub LLC](https://planprovider.pro/companies/fr-parallel-sub-llc-401k-plan) — 334 participants

- [Bestpass INC](https://planprovider.pro/companies/bestpass-inc-401k-plan) — 315 participants

- [Q International Courier, LLC](https://planprovider.pro/companies/q-international-courier-llc-401k-plan) — 442 participants

- [Calzedonia Usa, INC.](https://planprovider.pro/companies/calzedonia-usa-inc-401k-plan) — 444 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/make-the-road-new-york-401k-plan)

© 2026 PlanProvider.Pro