Plan Snapshot
- Plan Sponsor: Peconic Landing At Southold, INC.
- Sponsor EIN: 113277669
- Sponsor Address: 1500 BRECKNOCK RD, GREENPORT, NY, 119443117
- Plan Type: 403(b)
- Total Participants: 337
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 337 | $12.3M | $409,328 | $1.0M |
| 2023 | 307 | $10.6M | $354,415 | $852,000 |
| 2022 | 303 | $9.3M | $292,010 | $737,049 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $33,756 | — | $33,756 |
| HMM, CPA'S, LLP | AUDITOR | $16,500 | — | $16,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,256
- Estimated Expense Ratio: 0.409% 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 | $50,256 | — | $33,756 | $16,500 | — |
| 2023 | $75,855 | $952 | $28,503 | $46,400 | — |
| 2022 | $32,169 | $5,259 | $26,910 | — | — |