Plan Snapshot
- Plan Sponsor: Nathel & Nathel, INC.
- Sponsor EIN: 132685629
- Sponsor Address: 357 ROW C NYC TERMINAL MARKET, BRONX, NY, 10474
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 163 | $6.2M | $0 | $510,992 |
| 2023 | 149 | $5.2M | $0 | $525,877 |
| 2022 | 138 | $4.2M | $0 | $320,320 |
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 |
|---|---|---|---|---|
| GRASSI & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRASSI & CO. — 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 | $4,447 | $4,447 | — | — | — |
| 2023 | $3,965 | $3,965 | — | — | — |
| 2022 | $2,132 | $2,132 | — | — | — |