Plan Snapshot
- Plan Sponsor: Setton Pistachio Of Terra Bella, INC.
- Sponsor EIN: 770407020
- Sponsor Address: 85 AUSTIN BLVD., COMMACK, NY, 11725
- Plan Type: 401(k)
- Total Participants: 665
- Total Assets: $28.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 665 | $28.9M | $725,894 | $2.0M |
| 2023 | 704 | $25.2M | $721,757 | $1.9M |
| 2022 | 638 | $20.9M | $673,225 | $1.8M |
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 |
|---|---|---|---|---|
| BRAD S. ROSENBERG, CPA | 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 | $145,975 | — | $145,975 | — | — |
| 2023 | $122,168 | — | $122,168 | — | — |
| 2022 | $115,745 | — | $115,745 | — | — |