Time Equities, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Time Equities, INC.
  • Sponsor EIN: 132659445
  • Sponsor Address: 55 FIFTH AVENUE, NEW YORK, NY, 10003
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20250$0$0$0
202412$320,855$171,165$1.5M
2023174$30.7M$406,737$1.7M
2022174$28.5M$983,749$1.5M

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
THRIVENT ADVISOR NETWORK LLCINVESTMENT ADVISOR$81,375$81,375
LEAFHOUSE FINANCIAL ADVISORS, LLCINVESTMENT ADVISOR$13,356$13,356
UNITED BENEFIT PENSIONS INC.CONTRACT ADMIN$10,342$10,342
SATTY LEVINE AND CIACCO CPA'S PCAuditor$0

Plan Fees & Expenses

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

  • Total Service Provider Fees: $105,073

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
2025
2024$103,746$103,746
2023$90,653$90,653
2022$96,967$96,967

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