Plan Snapshot
- Plan Sponsor: Pan Am Equities, INC.
- Sponsor EIN: 132602877
- Sponsor Address: 18 EAST 50TH STREET 10TH FLOOR, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $22.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 132 | $22.8M | $184,584 | $857,932 |
| 2023 | 120 | $21.0M | $165,297 | $824,447 |
| 2022 | 117 | $19.0M | $159,199 | $889,458 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | ADVISOR | — | $48,568 | $48,568 |
| CONCIERGE RETIREMENT SERVICES INC | TPA | — | $10,239 | $10,239 |
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,807
- Estimated Expense Ratio: 0.257% 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 | $11,071 | $5,321 | $5,050 | — | — |
| 2023 | $10,697 | — | — | — | — |
| 2022 | $5,424 | — | — | — | — |