Plan Snapshot
- Plan Sponsor: Software Guidance And Assistance, INC.
- Sponsor EIN: 133100591
- Sponsor Address: 220 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591
- Plan Type: 401(k)
- Total Participants: 251
- Total Assets: $15.7M
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 | 251 | $15.7M | $64,603 | $1.8M |
| 2023 | 253 | $14.4M | $63,263 | $1.6M |
| 2022 | 282 | $10.6M | $58,590 | $1.6M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & CO LLP | Auditor | — | — | $0 |
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 | $120,916 | $57,780 | $63,136 | — | — |
| 2023 | $92,229 | $42,736 | $49,493 | — | — |
| 2022 | $31,238 | — | $31,238 | — | — |