# Poy Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/poy-holdings-llc-401k-plan

> Poy Holdings LLC's 401(k) plan: 800 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Poy Holdings LLC

- **Sponsor EIN:** 204159078

- **Sponsor Address:** 15 JACKSON ROAD, TOTOWA, NJ, 075121001

- **Plan Type:** 401(k)

- **Total Participants:** 800

- **Total Assets:** $15.8M

## 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|800|$15.8M|$614,390|$1.2M|

| 2023|680|$15.6M|$499,209|$937,035|

| 2022|599|$13.4M|$469,999|$905,609|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$66,743|—|$66,743|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY|—|$26,250|$26,250|

| MAI CAPITAL MANAGEMENT, LLC|INVESTMENT ADVISORY|—|$10,740|$10,740|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $103,733

- **Estimated Expense Ratio:** 0.658% 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|$66,743|—|$66,743|—|—|

| 2023|$51,145|—|$51,145|—|—|

| 2022|$28,034|—|$28,034|—|—|

## Similar Plans

- [Automann, INC.](https://planprovider.pro/companies/automann-inc-401k-plan) — 782 participants

- [Ksi Trading Corp.](https://planprovider.pro/companies/ksi-trading-corp-401k-plan) — 873 participants

- [Auto Mall 46, INC.](https://planprovider.pro/companies/auto-mall-46-inc-401k-plan) — 511 participants

- [Jaguar Land Rover North America, LLC](https://planprovider.pro/companies/jaguar-land-rover-north-america-llc-401k-plan) — 420 participants

- [Bmw Of North America LLC](https://planprovider.pro/companies/bmw-of-north-america-llc-plan-004) — 1,313 participants

- [Subaru Of America , INC.](https://planprovider.pro/companies/subaru-of-america-inc-plan-003) — 1,336 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/poy-holdings-llc-401k-plan)

© 2026 PlanProvider.Pro