# Bennett, Bricklin & Saltzburg LLC 401(k) Plan
Source: https://planprovider.pro/companies/bennett-bricklin-saltzburg-llc-401k-plan

> Bennett, Bricklin & Saltzburg LLC's 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bennett-bricklin-saltzburg-llc-401k-plan)

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