Plan Snapshot
- Plan Sponsor: Royce & Associates Gp, LLC
- Sponsor EIN: 364833044
- Sponsor Address: ONE MADISON AVENUE, NEW YORK, NY, 10010
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $109.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 93 | $109.2M | $991,618 | $1.8M |
| 2023 | 96 | $123.7M | $1.0M | $1.8M |
| 2022 | 98 | $107.4M | $777,259 | $1.7M |
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 |
|---|---|---|---|---|
| LILLING & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LILLING & CO., LLP — 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 | $3,699 | $3,249 | — | — | — |
| 2023 | $3,074 | $2,849 | — | — | — |
| 2022 | $2,892 | — | — | — | — |