Plan Snapshot
- Plan Sponsor: Supplyhouse LLC
- Sponsor EIN: 421604941
- Sponsor Address: 130 SPAGNOLI, MELVILLE, NY, 11747
- Plan Type: 401(k)
- Total Participants: 844
- Total Assets: $19.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 844 | $19.0M | $1.2M | $2.2M |
| 2023 | 776 | $13.5M | $888,280 | $1.8M |
| 2022 | 684 | $9.1M | $714,956 | $1.4M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $37,001 | — | $37,001 |
| EMPOWER LIFE & ANNUITY INSURANCE CO | RECORDKEEPER | $5,980 | — | $5,980 |
| 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: $42,981
- Estimated Expense Ratio: 0.226% of plan assets
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 | $46,306 | $37,001 | — | — | — |
| 2023 | $29,596 | $25,138 | — | — | — |
| 2022 | $22,200 | — | $22,200 | — | — |