Plan Snapshot
- Plan Sponsor: Staff-Line, INC. Dba Ethan Allen Hr Services
- Sponsor EIN: 141751414
- Sponsor Address: 53 ACADEMY STREET, POUGHKEEPSIE, NY, 12601
- Plan Type: 401(k)
- Total Participants: 1,234
- Total Assets: $48.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,234 | $48.4M | $1.1M | $2.8M |
| 2023 | 834 | $37.2M | $878,983 | $2.3M |
| 2022 | 792 | $31.5M | $616,338 | $2.0M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, 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 | $213,401 | $30,016 | $173,451 | — | — |
| 2023 | $253,939 | $34,081 | $32,862 | — | — |
| 2022 | $214,366 | $187,339 | $26,427 | — | — |