Plan Snapshot
- Plan Sponsor: Anderson Kill P.C.
- Sponsor EIN: 132743351
- Sponsor Address: 7 TIMES SQUARE, 15TH FLOOR, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $101.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 126 | $101.9M | $1.5M | $1.8M |
| 2023 | 122 | $87.8M | $1.3M | $1.7M |
| 2022 | 107 | $74.8M | $1.2M | $1.5M |
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 |
|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | Other Service Provider | $28,279 | — | $28,279 |
| USI CONSULTING GROUP, INC. | Other Service Provider | $18,640 | — | $18,640 |
| ROBERTS & HOLLAND LLP | ERISA Attorney | $12,403 | — | $12,403 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $9,293 | — | $9,293 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,615
- Estimated Expense Ratio: 0.067% 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 | $55,612 | $9,293 | — | — | — |
| 2023 | $73,501 | $7,829 | — | — | — |
| 2022 | $23,595 | $5,922 | — | — | — |