Plan Snapshot
- Plan Sponsor: Wheelbarrow Todd LLC Dba Sunday Hospitality
- Sponsor EIN: 842904774
- Sponsor Address: 348 WYTHE AVE., BROOKLYN, NY, 11249
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $768,879
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 192 | $768,879 | $0 | $274,931 |
| 2023 | 475 | $535,264 | $0 | $247,459 |
| 2022 | 293 | $324,251 | $0 | $181,146 |
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 |
|---|---|---|---|---|
| CURRAN & COMPANY, LLP | Auditor | — | — | $0 |
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 | $31,411 | $3,147 | $28,264 | — | — |
| 2023 | $30,749 | — | — | — | — |
| 2022 | $12,671 | $852 | $11,819 | — | — |