# Abrams, Garfinkel, Margolis, Bergson, LLP 401(k) Plan
Source: https://planprovider.pro/companies/abrams-garfinkel-margolis-bergson-llp-plan-001

> Abrams, Garfinkel, Margolis, Bergson, LLP's 401(k) plan: 70 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/macias-gini-and-oconnell-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|—|—|—|

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