Plan Snapshot
- Plan Sponsor: Plus Company U.S. INC.
- Sponsor EIN: 510413360
- Sponsor Address: 250 HUDSON STREET, NEW YORK, NY, 10013
- Plan Type: 401(k)
- Total Participants: 376
- Total Assets: $61.6M
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 | 376 | $61.6M | $981,153 | $3.4M |
| 2023 | 251 | $39.9M | $273,719 | $1.7M |
| 2022 | 182 | $26.9M | $139,062 | $1.6M |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $42,492 | $9,557 | — | — | — |
| 2023 | $12,897 | $8,722 | — | — | — |
| 2022 | $1,349 | $1,510 | — | — | — |