Plan Snapshot
- Plan Sponsor: Storehouse Multiple Employer Plan Board Of Directors
- Sponsor EIN: 463765488
- Sponsor Address: 701 WESTCHESTER AVENUE, SUITE 320 E, WHITE PLAINS, NY, 10604
- Plan Type: 401(k)
- Total Participants: 399
- Total Assets: $26.1M
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. |
|---|---|---|---|---|
| 2023 | 399 | $26.1M | $447,027 | $1.7M |
| 2022 | 397 | $22.3M | $443,653 | $1.7M |
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 |
|---|---|---|---|---|
| SWEENEY CONRAD, P.S. | 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 |
|---|---|---|---|---|---|
| 2023 | $121,034 | — | $120,019 | — | — |
| 2022 | $134,762 | $580 | — | — | $134,182 |