Plan Snapshot
- Plan Sponsor: Square Roots Urban Growers INC.
- Sponsor EIN: 813062267
- Sponsor Address: 630 FLUSHING AVENUE, BROOKLYN, NY, 11206
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $1.8M
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 | 30 | $1.8M | $0 | $185,234 |
| 2023 | 30 | $1.7M | $0 | $395,050 |
| 2022 | 184 | $1.3M | $0 | $486,663 |
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 |
|---|---|---|---|---|
| FRANK RIMERMAN CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANK RIMERMAN CO LLP — 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 | $3,424 | $3,349 | — | — | — |
| 2023 | $4,295 | $3,770 | — | — | — |
| 2022 | — | — | — | — | — |