Profile
The Alcott Group 401(K) Plan in Farmingdale, NY is in New York, is on the East Coast, its EIN is 261638437, its industry group is Employment Services, its plan administrator is Dale M Gaylor, a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a multiple-employer plan, has total assets of $100M to $250M, has 1,000 to 4,999 total participants, is worse than the overall participant averages in each of average account balance, active-participant contributions per head, employer contributions per active participant, and total administrative expense per participant (4 total), and is higher than the overall administrative medians in each of professional fees, contract administrator fees, investment advisory and management fees, total administrative expenses, and total administrative expense ratio.
Numeric values:
- total assets ($149.40M)
- net assets (assets minus liabilities) ($149.40M)
- value of interest in registered investment companies (e.g., mutual funds) ($135.40M)
- total income ($33,993,514)
- net income ($21,689,313)
- total expenses ($12,304,201)
- total contributions ($11,475,027)
- cash contributions from participants ($8,011,399)
- other general investments ($6,650,185)
- value of interest in common/collective trusts ($6,146,841)
- cash contributions from employers ($3,046,612)
- participant loans ($1,218,218)
- total administrative expenses ($593,749)
- contract administrator fees ($531,999)
- average account balance ($44,730)
- professional fees ($31,750)
- investment advisory and management fees ($30,000)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($12,349)
- net income per active participant ($9,313)
- average participant cash contribution per active participant ($3,440)
- average employer cash contribution per active participant ($1,308)
- total administrative expense per participant ($177.77)
- total noninterest-bearing cash ($0)
- receivables - employer contributions ($0)
- receivables - participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- other administrative expenses ($0)
- percentage of active participants at the end of the plan year (69.7%)
- diversity of asset types (12.6%)
- participant loans as a percentage of plan assets (0.82%)
- total administrative expense ratio (0.400%)
- employer securities as a percentage of plan assets (0.00%)
- active participants at the end of the plan year (2,329)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (3,340)
- other retired or separated participants entitled to future benefits (1,011)
- retired or separated participants receiving benefits (0)
- total participants (3,340)