Plan Snapshot
- Plan Sponsor: Omni New York LLC
- Sponsor EIN: 201149846
- Sponsor Address: 909 3RD AVE, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $53 | $68,063 | $532,138 |
| 2022 | 272 | $6.7M | $216,950 | $1.4M |
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 |
|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | Other Service Provider | $138,340 | $14,006 | $152,346 |
| ADVISED ASSETS GROUP, LLC | Recordkeeper | $100,296 | — | $100,296 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $33,734 | — | $33,734 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $286,376
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 | — | — | — | — | — |
| 2023 | $134,935 | — | $134,935 | — | — |
| 2022 | $43,598 | — | $43,598 | — | — |