# Alexander Wang LLC 401(k) Plan
Source: https://planprovider.pro/companies/alexander-wang-llc-401k-plan

> Alexander Wang LLC's 401(k) plan: 196 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Alexander Wang LLC

- **Sponsor EIN:** 371998420

- **Sponsor Address:** 139 BEEKMAN ST, NEW YORK, NY, 10038

- **Plan Type:** 401(k)

- **Total Participants:** 196

- **Total Assets:** $11.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2023|196|$11.0M|$512,148|$1.4M|

| 2022|160|$8.4M|$501,098|$1.3M|

## 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|

| ADP, INC.|RECORD KEEPER|$71,148|—|$71,148|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$53,556|—|$53,556|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $124,704

- **Estimated Expense Ratio:** 1.137% of plan assets

### 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|

| 2023|$62,355|$26,779|—|—|—|

| 2022|$55,040|—|—|—|—|

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