Plan Snapshot
- Plan Sponsor: Zaynab Satchu Dvm, PC
- Sponsor EIN: 833843539
- Sponsor Address: 44 E 30TH ST, NEW YORK, NY, 10016
- Plan Type: 401(k)
- Total Participants: 445
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 445 | $7.4M | $416,278 | $1.4M |
| 2023 | 355 | $5.0M | $505,619 | $1.3M |
| 2022 | 311 | $2.2M | $391,232 | $980,792 |
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 |
|---|---|---|---|---|
| PENDING CPA | 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 | $25,130 | $11,144 | — | — | — |
| 2023 | $25,092 | — | — | — | — |
| 2022 | $13,326 | $12,426 | — | — | $900 |