Plan Snapshot
- Plan Sponsor: Uncle G'S Management Corp
- Sponsor EIN: 331139669
- Sponsor Address: 225 OLD COUNTRY ROAD, MELVILLE, NY, 11747
- Plan Type: 401(k)
- Total Participants: 1,560
- Total Assets: $3.8M
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 | 1,560 | $3.8M | $169,008 | $793,095 |
| 2023 | 1,914 | $3.1M | $131,346 | $553,474 |
| 2022 | 1,482 | $2.2M | $0 | $448,263 |
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 |
|---|---|---|---|---|
| GRASSI & CO., CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRASSI & CO., CPA'S — Auditor
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 | $35,560 | — | $35,560 | — | — |
| 2023 | $21,071 | $5,082 | $15,989 | — | — |
| 2022 | $15,222 | $15,222 | — | — | — |