Plan Snapshot
- Plan Sponsor: Tom Ford Retail LLC
- Sponsor EIN: 204158164
- Sponsor Address: 595 MADISON AVENUE, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 150 | $9.6M | $121,489 | $819,875 |
| 2023 | 148 | $9.1M | $154,434 | $945,921 |
| 2022 | 154 | $7.1M | $132,537 | $887,037 |
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 |
|---|---|---|---|---|
| HIGHTOWER ADVISORS | OTHER | $16,741 | — | $16,741 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,741
- Estimated Expense Ratio: 0.174% 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 | $19,563 | — | $19,563 | — | — |
| 2023 | $19,026 | — | $19,026 | — | — |
| 2022 | $19,896 | — | $19,896 | — | — |