Plan Snapshot
- Plan Sponsor: Railex Wine Services, LLC
- Sponsor EIN: 455491596
- Sponsor Address: 215 ROGERS WAY, SUITE K, WESTHAMPTON BEACH, NY, 11978
- Plan Type: 401(k)
- Total Participants: 60
- Total Assets: $5.9M
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 | 60 | $5.9M | $105,199 | $339,293 |
| 2023 | 70 | $5.0M | $57,784 | $280,553 |
| 2022 | 74 | $4.0M | $53,675 | $252,744 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLC | Auditor | — | — | $0 |
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 | $1,980 | — | $1,980 | — | — |
| 2023 | $27,674 | — | $27,674 | — | — |
| 2022 | $28,989 | — | $28,989 | — | — |