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Original filing (PDF)20231017111824NAL0026214739001
2700 PAYROLL, INC.
Form 5500
FILING_RECEIVED
2700 PAYROLL, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
~85 bps in Sched C feesNo recordkeeper disclosed
Active participants
124
Accounts w/ balance
134
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 85 bps in Schedule C fees — 63% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 2700 PAYROLL, INC..
Plan sponsor
Name
2700 PAYROLL, INC.
EIN
11-3125395
Address
49 W. 32ND STREET 2ND FLOOR · NEW YORK CITY, NY · 10001
Phone
(212) 477-2700
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-17
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONEBRISGE CAPITAL MANAGEMENT | 22-3367735 | — | INVESTMENT ADVISORY | $28K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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