Plan Snapshot
- Plan Sponsor: Peter Marino Architect, PLLC
- Sponsor EIN: 133070339
- Sponsor Address: 150 EAST 58TH STREET, NEW YORK, NY, 101550002
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $41.8M
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 | 185 | $41.8M | $721,626 | $1.9M |
| 2023 | 128 | $34.4M | $651,275 | $1.7M |
| 2022 | 124 | $28.9M | $575,531 | $1.6M |
| 2021 | 131 | $35.9M | $0 | $0 |
| 2020 | 154 | $31.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $11,649 | $6,697 | — | — | — |
| 2023 | $7,530 | $2,602 | — | — | — |
| 2022 | $7,826 | $1,183 | — | — | — |
| 2021 | $6,518 | $32 | — | — | — |
| 2020 | $78,744 | — | — | — | — |