# Socotec, INC. 401(k) Plan
Source: https://planprovider.pro/companies/socotec-inc-401k-plan

> Socotec, INC.'s 401(k) plan: 474 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Socotec, INC.

- **Sponsor EIN:** 131584475

- **Sponsor Address:** 151 WEST 42ND STREET, NEW YORK, NY, 10036

- **Plan Type:** 401(k)

- **Total Participants:** 474

- **Total Assets:** $82.7M

## 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|474|$82.7M|$1.5M|$4.5M|

| 2023|450|$81.8M|$1.3M|$4.4M|

| 2022|388|$63.6M|$1.1M|$3.9M|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$130,049|—|$130,049|

| EMPOWER LIFE & ANNUITY INSRUANCE|RECORDKEEPER|$102,938|—|$102,938|

| EMPOWER ADVISORY GROUP LLC|INVESTMENT MGMT|$33,923|—|$33,923|

| ASSOCIATED PENSION CONSULTANTS INC|CONTRACT ADMIN|$13,592|$10,000|$23,592|

| BDO USA P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDO USA P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $290,502

- **Estimated Expense Ratio:** 0.351% 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|$259,240|—|$259,240|—|—|

| 2023|$245,956|—|$245,956|—|—|

| 2022|$132,404|—|$132,404|—|—|

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