# The New 42nd Street, INC. DC Plan
Source: https://planprovider.pro/companies/the-new-42nd-street-inc-plan-002

> The New 42nd Street, INC.'s DC plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| LINCOLN NATIONAL CORPORATION|CONTRACT ADMIN|$28,759|—|$28,759|

| USI ADVISORS|SERVICE PROVIDDER|$15,874|—|$15,874|

| LUTZ AND CARR CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — CONTRACT ADMIN

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $44,633

- **Estimated Expense Ratio:** 0.629% 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|$44,648|$15,889|$28,759|—|—|

| 2023|$50,924|$21,680|$2,356|—|—|

| 2022|$45,315|$32,532|$12,783|—|—|

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