Plan Snapshot
- Plan Sponsor: 5w Public Relations
- Sponsor EIN: 223887007
- Sponsor Address: 3 PARK AVENUE, NEW YORK, NY, 10016
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 0 | $0 | $103,795 | $1.3M |
| 2023 | 230 | $7.9M | $114,818 | $1.4M |
| 2022 | 256 | $5.3M | $160,679 | $1.2M |
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 | $90,784 | — | $90,784 |
| CFS INVESTMENT ADVISORY SERVICES LL | INVESTMENT ADVISORY | — | $45,738 | $45,738 |
| FARBER, BLICHT, EYERMAN & HERZOG LL | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,522
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 | $71,419 | — | $71,419 | — | — |
| 2023 | $46,376 | — | $46,376 | — | — |
| 2022 | $31,982 | — | $31,982 | — | — |