Plan Snapshot
- Plan Sponsor: Stern Therapy Consultants, LLC
- Sponsor EIN: 463265648
- Sponsor Address: 7B MEDICAL PARK DRIVE, POMONA, NY, 10970
- Plan Type: 401(k)
- Total Participants: 2,460
- Total Assets: $3.6M
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 | 2,460 | $3.6M | $128,702 | $803,974 |
| 2023 | 1,803 | $1.8M | $15,250 | $389,602 |
| 2022 | 858 | $1.4M | $7,898 | $301,605 |
| 2020 | 2,424 | $549,258 | $0 | $0 |
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 |
|---|---|---|---|---|
| ALAN GOODMAN, CPA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN GOODMAN, CPA PC — 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 | $21,937 | $21,937 | — | — | — |
| 2023 | $9,200 | $9,200 | — | — | — |
| 2022 | $7,425 | $7,425 | — | — | — |
| 2020 | $7,030 | $7,030 | — | — | — |