Plan Snapshot
- Plan Sponsor: Site Safety LLC
- Sponsor EIN: 134076510
- Sponsor Address: 29 W 38TH ST FL 12, NEW YORK, NY, 100182253
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 92 | $6.6M | $9,132 | $645,060 |
| 2023 | 105 | $5.8M | $0 | $740,003 |
| 2022 | 109 | $4.9M | $2,207 | $698,534 |
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 |
|---|---|---|---|---|
| KATZ, SAPPER & MILLER, LLP | Auditor | $16,500 | — | $16,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER & MILLER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,500
- Estimated Expense Ratio: 0.251% 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 | $50,670 | $21,149 | $12,161 | $16,500 | — |
| 2023 | $43,513 | $17,128 | $10,025 | $15,500 | — |
| 2022 | $42,764 | $16,607 | $26,157 | — | — |