Plan Snapshot
- Plan Sponsor: Pkfod Management Company LLC
- Sponsor EIN: 883930271
- Sponsor Address: 500 MAMARONECK AVENUE, HARRISON, NY, 10528
- Plan Type: 401(k)
- Total Participants: 1,922
- Total Assets: $335.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 1,922 | $335.6M | $6.9M | $18.4M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $309,346 | — | $309,346 |
| UBS FINANCIAL SERVICES | Investment Advisor | $210,269 | — | $210,269 |
| COMPASS 360, LLC | Recordkeeper | $111,675 | — | $111,675 |
| FUTUREPLAN BY ASCENSUS | Recordkeeper | $28,646 | — | $28,646 |
| FORVISMAZARS | Auditor | $19,425 | — | $19,425 |
| MAZARS USA LLP | Auditor | $18,200 | — | $18,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- UBS FINANCIAL SERVICES — Investment Advisor
- FORVISMAZARS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $697,561
- Estimated Expense Ratio: 0.208% 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 | $697,561 | — | $697,561 | — | — |