Plan Snapshot
- Plan Sponsor: Sl Green Realty Corp
- Sponsor EIN: 133956775
- Sponsor Address: ONE VANDERBILT AVENUE, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 519
- Total Assets: $107.1M
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 | 519 | $107.1M | $2.1M | $4.7M |
| 2023 | 496 | $88.3M | $1.8M | $4.1M |
| 2022 | 456 | $70.1M | $1.4M | $3.7M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | ADVISOR | $93,939 | — | $93,939 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $19,510 | — | $19,510 |
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,449
- Estimated Expense Ratio: 0.106% 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 | $61,433 | $113,449 | — | — | — |
| 2023 | $59,036 | $92,845 | — | — | — |
| 2022 | $87,995 | $13,172 | — | — | — |