# Pan Am Equities, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pan-am-equities-inc-401k-plan

> Pan Am Equities, INC.'s 401(k) plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [Rochester Management, INC.](https://planprovider.pro/companies/rochester-management-inc-401k-plan) — 133 participants

- [Burns Management Corporation](https://planprovider.pro/companies/burns-management-corporation-401k-plan) — 130 participants

- [The Dermot Company, LP](https://planprovider.pro/companies/the-dermot-company-lp-401k-plan) — 134 participants

- [Charles H. Greenthal Group, INC.](https://planprovider.pro/companies/charles-h-greenthal-group-inc-401k-plan) — 135 participants

- [Wilmorite Management Group, LLC](https://planprovider.pro/companies/wilmorite-management-group-llc-401k-plan) — 136 participants

- [United Payroll, LLC](https://planprovider.pro/companies/united-payroll-llc-401k-plan) — 128 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pan-am-equities-inc-401k-plan)

© 2026 PlanProvider.Pro