Plan Snapshot
- Plan Sponsor: Anchin, Block & Anchin LLP
- Sponsor EIN: 130436940
- Sponsor Address: 3 TIMES SQUARE, 25TH FLOOR, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 451
- Total Assets: $117.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 451 | $117.9M | $150,382 | $5.6M |
| 2023 | 461 | $101.2M | $138,876 | $5.1M |
| 2022 | 417 | $81.6M | $122,105 | $4.5M |
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 |
|---|---|---|---|---|
| SNYDER COHN, PC | Auditor | $33,700 | — | $33,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SNYDER COHN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,700
- Estimated Expense Ratio: 0.029% 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 |
|---|---|---|---|---|---|
| 2024 | $160,437 | $22,500 | — | $33,700 | — |
| 2023 | $125,693 | $22,500 | — | $10,000 | — |
| 2022 | $137,486 | $16,875 | — | — | $120,611 |