Plan Snapshot
- Plan Sponsor: Selip & Stylianou, LLP
- Sponsor EIN: 113069860
- Sponsor Address: 199 CROSSWAYS PARK DR, WOODBURY, NY, 117972016
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 144 | $7.1M | $41,449 | $345,889 |
| 2023 | 133 | $7.0M | $40,163 | $325,094 |
| 2022 | 139 | $5.9M | $41,328 | $306,602 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $8,080 | — | $8,080 | — | — |
| 2023 | $6,254 | — | $6,254 | — | — |
| 2022 | $5,917 | — | $5,917 | — | — |