Plan Snapshot
- Plan Sponsor: Telescope Casual Furniture, INC.
- Sponsor EIN: 141110750
- Sponsor Address: 85 CHURCH ST., GRANVILLE, NY, 12832
- Plan Type: DC
- Total Participants: 84
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 84 | $11.9M | $0 | $231,197 |
| 2023 | 85 | $11.7M | $0 | $249,526 |
| 2022 | 83 | $10.2M | $0 | $219,902 |
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 |
|---|---|---|---|---|
| CMJ, LLP | Auditor | $9,000 | — | $9,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,000
- Estimated Expense Ratio: 0.076% 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 | $1,571,859 | — | $11,282 | — | — |
| 2023 | $10,404 | $866 | — | $9,000 | — |
| 2022 | $10,565 | $827 | — | — | — |