# Peconic Landing At Southold, INC. 403(b) Plan
Source: https://planprovider.pro/companies/peconic-landing-at-southold-inc-403b-plan

> Peconic Landing At Southold, INC.'s 403(b) plan: 337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — 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|—|—|

## Similar Plans

- [Schervier Rehabilitation And Nursing Center](https://planprovider.pro/companies/schervier-rehabilitation-and-nursing-center-401k-plan) — 331 participants

- [Elcor Operating Company, LLC](https://planprovider.pro/companies/elcor-operating-company-llc-401k-plan) — 348 participants

- [Program Development Services, INC.](https://planprovider.pro/companies/program-development-services-inc-403b-plan) — 326 participants

- [Rochester Friendly Home](https://planprovider.pro/companies/rochester-friendly-home-plan-002) — 353 participants

- [Promesa, INC.](https://planprovider.pro/companies/promesa-inc-401k-plan-003) — 359 participants

- [Future Care Associates INC.](https://planprovider.pro/companies/future-care-associates-inc-plan) — 311 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/peconic-landing-at-southold-inc-403b-plan)

© 2026 PlanProvider.Pro