Plan Snapshot
- Plan Sponsor: X-Treme Care LLC
- Sponsor EIN: 134051566
- Sponsor Address: 212-12 NORTHERN BLVD, BAYSIDE, NY, 11361
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 2,045 | $8.3M | $2.4M | $0 |
| 2022 | 2,289 | $6.2M | $2.1M | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $349,584 | — | $349,584 |
| SECURITIES AMERICA, INC | OTHER SERVICES | — | $33,438 | $33,438 |
| BAS PARTNERS LLC, DBA A PORTER CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS LLC, DBA A PORTER CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $383,022
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 | $325 | — | $325 | — | — |
| 2023 | $174,793 | — | $174,793 | — | — |
| 2022 | $139,211 | — | $139,211 | — | — |