Plan Snapshot
- Plan Sponsor: The New 42nd Street, INC.
- Sponsor EIN: 133584032
- Sponsor Address: 229 WEST 42ND STREET, 10TH FLOOR, NEW YORK, NY, 10036
- Plan Type: DC
- Total Participants: 90
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 90 | $7.1M | $376,839 | $0 |
| 2023 | 88 | $6.6M | $345,691 | $0 |
| 2022 | 85 | $6.3M | $265,618 | $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 |
|---|---|---|---|---|
| LUTZ AND CARR CPAS, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $44,648 | $15,889 | $28,759 | — | — |
| 2023 | $50,924 | $21,680 | $2,356 | — | — |
| 2022 | $45,315 | $32,532 | $12,783 | — | — |