Plan Snapshot
- Plan Sponsor: Shop Architects, INC
- Sponsor EIN: 134198194
- Sponsor Address: 233 BROADWAY 11TH FLOOR, NEW YORK, NY, 10279
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $11.5M
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 | 106 | $11.5M | $158,707 | $703,177 |
| 2023 | 108 | $10.4M | $164,625 | $736,567 |
| 2022 | 118 | $8.2M | $191,953 | $864,669 |
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 |
|---|---|---|---|---|
| GRASSI & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRASSI & CO — 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 | $40,690 | $20,749 | $15,029 | — | — |
| 2023 | $37,567 | $17,820 | $12,714 | $706 | — |
| 2022 | $36,860 | $17,634 | $19,226 | — | — |