Plan Snapshot
- Plan Sponsor: The Harry Fox Agency LLC
- Sponsor EIN: 132656874
- Sponsor Address: 40 WALL STREET, 6TH FLOOR, NEW YORK, NY, 10005
- Plan Type: DB
- Total Participants: 11
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 11 | $5.7M | $107,996 | $0 |
| 2023 | 11 | $5.4M | $117,929 | $0 |
| 2022 | 12 | $4.8M | $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 |
|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | NONE | $31,929 | — | $31,929 |
| PURYEAR & NOONAN, CPA'S | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,929
- Estimated Expense Ratio: 0.562% 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 | $31,929 | $31,929 | — | — | — |
| 2023 | $30,899 | $30,899 | — | — | — |
| 2022 | $33,647 | $33,647 | — | — | — |