Plan Snapshot
- Plan Sponsor: Bennett, Bricklin & Saltzburg LLC
- Sponsor EIN: 270444519
- Sponsor Address: 1500 MARKET STREET, 32 FLOOR, PHILADELPHIA, PA, 19102
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $26.9M
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. |
|---|---|---|---|---|
| 2024 | 170 | $26.9M | $85,416 | $1.3M |
| 2023 | 177 | $22.4M | $85,499 | $1.2M |
| 2022 | 173 | $19.5M | $86,084 | $1.1M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $86,829 | $48,853 | $37,976 | — | — |
| 2023 | $74,008 | $41,750 | $32,258 | — | — |
| 2022 | $66,198 | $37,565 | $28,633 | — | — |