Plan Snapshot
- Plan Sponsor: Uovo Management LLC And Storage Deluxe Management LLC
- Sponsor EIN: 522268553
- Sponsor Address: 26 W 17TH ST STE 801, NEW YORK, NY, 100115787
- Plan Type: 401(k)
- Total Participants: 297
- Total Assets: $11.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 297 | $11.1M | $684,505 | $1.5M |
| 2023 | 292 | $7.9M | $673,172 | $1.4M |
| 2022 | 258 | $4.7M | $491,790 | $1.1M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE, LLP — 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 | $108,874 | $36,074 | — | — | — |
| 2023 | $55,741 | $21,757 | — | — | — |
| 2022 | $36,758 | $14,883 | $21,875 | — | — |