Plan Snapshot
- Plan Sponsor: Riverhead Building Supply Corp.
- Sponsor EIN: 112238519
- Sponsor Address: 250 DAVID COURT, CALVERTON, NY, 11933
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $17.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 207 | $17.4M | $142,729 | $875,782 |
| 2023 | 208 | $16.9M | $144,710 | $843,791 |
| 2022 | 202 | $16.0M | $124,097 | $796,796 |
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 |
|---|---|---|---|---|
| SHEEHAN & COMPANY CPA PC | Auditor | $17,500 | — | $17,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,500
- Estimated Expense Ratio: 0.100% 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 | $77,254 | $37,118 | — | $17,500 | — |
| 2023 | $78,752 | $37,584 | — | — | — |
| 2022 | $75,321 | $46,266 | $14,980 | — | $14,000 |