Plan Snapshot
- Plan Sponsor: Mark 2 Restaurant
- Sponsor EIN: 452352171
- Sponsor Address: 25 EAST 77TH STREET, NEW YORK, NY, 10075
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 248 | $2.0M | $142,200 | $698,769 |
| 2023 | 326 | $1.3M | $126,943 | $631,694 |
| 2022 | 220 | $571,178 | $93,677 | $474,687 |
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 |
|---|---|---|---|---|
| HCVT CPAS 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 | $31,205 | — | $31,205 | — | — |
| 2023 | $22,790 | — | $22,790 | — | — |
| 2022 | $6,692 | $6,692 | — | — | — |