Plan Snapshot
- Plan Sponsor: Plan Do See America INC
- Sponsor EIN: 205416652
- Sponsor Address: PO BOX 10, NEW YORK, NY, 10014
- Plan Type: 401(k)
- Total Participants: 278
- Total Assets: $689,347
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 278 | $689,347 | $0 | $196,970 |
| 2023 | 209 | $584,898 | $0 | $208,793 |
| 2022 | 215 | $367,819 | $0 | $172,475 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $8,477 | — | $8,477 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,477
- Estimated Expense Ratio: 1.230% 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 | $8,478 | — | — | — | — |
| 2023 | $4,799 | — | — | — | — |
| 2022 | $40,735 | — | — | — | — |