Plan Snapshot
- Plan Sponsor: Service Station Dealers Of Greater Ny
- Sponsor EIN: 135672542
- Sponsor Address: 421 WAVERLY AVE, MAMARONECK, NY, 10543
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 101
- Total Assets: $218,745
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 101 | $218,745 | $0 | $1.4M |
| 2023 | 120 | $252,630 | $0 | $1.5M |
| 2022 | 132 | $284,291 | $0 | $1.6M |
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 |
|---|---|---|---|---|
| SACCO CPA PLLC | Auditor | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SACCO CPA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,000
- Estimated Expense Ratio: 5.486% 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 | $67,182 | — | $30,879 | $12,000 | — |
| 2023 | $83,983 | — | $54,278 | $12,000 | — |
| 2022 | $62,861 | — | — | — | $13,500 |