Plan Snapshot
- Plan Sponsor: P & L Global Holding Corp
- Sponsor EIN: 462532653
- Sponsor Address: 200 HICKS STREET, WESTBURY, NY, 11590
- Plan Type: 401(k)
- Total Participants: 1,398
- Total Assets: $56.5M
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 | 1,398 | $56.5M | $2.0M | $3.7M |
| 2023 | 1,310 | $46.7M | $1.9M | $3.4M |
| 2022 | 1,238 | $36.4M | $1.8M | $3.2M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $108,776 | — | $108,776 |
| FORVIS MAZARS USA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS USA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,776
- Estimated Expense Ratio: 0.193% 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 | $108,775 | — | $108,775 | — | — |
| 2023 | $97,002 | — | $97,002 | — | — |
| 2022 | $94,380 | — | $94,380 | — | — |