Plan Snapshot
- Plan Sponsor: The Nassau Companies Of New York
- Sponsor EIN: 061599088
- Sponsor Address: ONE AMERICAN ROW, HARTFORD, CT, 06102
- Plan Type: DB
- Total Participants: 142
- Total Assets: $486.9M
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 | 142 | $486.9M | $19.2M | $0 |
| 2023 | 150 | $477.4M | $12.4M | $0 |
| 2022 | 152 | $453.2M | $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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | $45,000 | — | $45,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,000
- Estimated Expense Ratio: 0.009% 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 | $4,844,000 | $1,251,000 | $416,000 | $45,000 | — |
| 2023 | $4,455,000 | $883,000 | $142,000 | $43,000 | — |
| 2022 | $4,032,000 | $672,000 | — | — | $649,000 |