Plan Snapshot
- Plan Sponsor: Sfi Aip Holdings, LLC
- Sponsor EIN: 141584173
- Sponsor Address: 4 COMPUTER DRIVE WEST, ALBANY, NY, 12205
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $16.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 172 | $16.7M | $434,155 | $834,529 |
| 2023 | 137 | $14.9M | $552,305 | $666,209 |
| 2022 | 165 | $13.3M | $495,215 | $544,843 |
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 |
|---|---|---|---|---|
| TEAL BECKER AND CHIARAMONTE CPA | Auditor | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEAL BECKER AND CHIARAMONTE CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,500
- Estimated Expense Ratio: 0.075% 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 | $43,814 | $16,340 | — | $12,500 | — |
| 2023 | $58,339 | $15,223 | — | $12,500 | — |
| 2022 | $48,813 | — | — | — | — |