Plan Snapshot
- Plan Sponsor: Telescope Casual Furniture, INC.
- Sponsor EIN: 141110750
- Sponsor Address: P.O. BOX 299, GRANVILLE, NY, 12832
- Plan Type: DC
- Total Participants: 250
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 250 | $1.9M | $0 | $197,095 |
| 2023 | 166 | $1.6M | $0 | $211,174 |
| 2022 | 143 | $1.3M | $0 | $145,298 |
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 | $18,500 | — | $18,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,500
- Estimated Expense Ratio: 0.953% 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 | $38,713 | — | — | $18,500 | — |
| 2023 | $14,993 | — | — | — | — |
| 2022 | $24,620 | $12,120 | $3,500 | — | — |