# Private Prep Nyc LLC 401(k) Plan
Source: https://planprovider.pro/companies/private-prep-nyc-llc-401k-plan

> Private Prep Nyc LLC's 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Private Prep Nyc LLC

- **Sponsor EIN:** 270701108

- **Sponsor Address:** 110 MAIN STREET SUITE 102, PORT WASHINGTON, NY, 11050

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

- **Total Participants:** 101

- **Total Assets:** $4.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|101|$4.8M|$313,392|$491,604|

| 2023|96|$4.0M|$265,294|$581,878|

| 2022|109|$3.2M|$258,416|$603,224|

## 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 CO|CONTROL ADMINISTRATOR|$37,411|—|$37,411|

| AURORA PRIVATE WEALTH INC.|INVESTMENT ADVISORY|—|$11,704|$11,704|

| ALERA INVESTMENT ADVISORS, LLC|INVESTMENT ADVISORY|—|$7,467|$7,467|

| BDG, CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALERA INVESTMENT ADVISORS, LLC](https://planprovider.pro/provider/alera-investment-advisors-llc) — INVESTMENT ADVISORY

- [BDG, CPAS](https://planprovider.pro/provider/bdg-cpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,582

- **Estimated Expense Ratio:** 1.180% 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|$38,131|—|$38,131|—|—|

| 2023|$32,340|$32,340|—|—|—|

| 2022|$26,750|—|$26,750|—|—|

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