Plan Snapshot
- Plan Sponsor: Search For Change, INC.
- Sponsor EIN: 132893548
- Sponsor Address: 400 COLUMBUS AVENUE, VALHALLA, NY, 10595
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 112 | $6.3M | $160,903 | $166,544 |
| 2023 | 112 | $5.5M | $181,195 | $152,945 |
| 2022 | 93 | $4.7M | $167,991 | $145,344 |
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 |
|---|---|---|---|---|
| CERINI & ASSOCIATES, LLP | 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 | $46,261 | — | $46,261 | — | — |
| 2023 | $37,655 | — | $36,335 | — | — |
| 2022 | $37,347 | — | $35,335 | — | $2,012 |