Plan Snapshot
- Plan Sponsor: Abrams, Garfinkel, Margolis, Bergson, LLP
- Sponsor EIN: 030462076
- Sponsor Address: 1430 BROADWAY, 17TH FLOOR, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 70
- Total Assets: $13.4M
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 | 70 | $13.4M | $507,314 | $485,447 |
| 2023 | 74 | $15.2M | $1.3M | $555,807 |
| 2022 | 115 | $12.2M | $906,180 | $520,462 |
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 |
|---|---|---|---|---|
| MACIAS GINI & O CONNELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MACIAS GINI & O CONNELL LLP — Auditor
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 | $68,264 | — | — | — | — |
| 2023 | $43,860 | — | — | — | — |
| 2022 | $28,239 | $4 | — | — | — |