Plan Snapshot
- Plan Sponsor: Piping Rock Health Products, LLC
- Sponsor EIN: 320343858
- Sponsor Address: 3900 VETERAN'S MEMORIAL HWY, STE 20, BOHEMIA, NY, 11716
- Plan Type: 401(k)
- Total Participants: 1,300
- Total Assets: $31.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,300 | $31.9M | $1.5M | $3.5M |
| 2023 | 880 | $24.4M | $1.2M | $2.9M |
| 2022 | 814 | $16.2M | $1.1M | $2.7M |
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 |
|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | RECORDKEEPER | $30,704 | — | $30,704 |
| MACIAS GINI & O'CONNELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MACIAS GINI & O'CONNELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,704
- Estimated Expense Ratio: 0.096% 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 | $30,704 | — | — | — | — |
| 2023 | $46,045 | — | — | — | — |
| 2022 | $22,574 | — | $22,574 | — | — |