Plan Snapshot
- Plan Sponsor: Bernstein Litowitz Berger & Grossmann LLP
- Sponsor EIN: 133165559
- Sponsor Address: 1251 AVENUE OF THE AMERICAS, NEW YORK, NY, 10020
- Plan Type: DC
- Total Participants: 97
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 97 | $13.3M | $0 | $0 |
| 2023 | 99 | $12.1M | $963,137 | $0 |
| 2022 | 94 | $11.1M | $1.1M | $0 |
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 |
|---|---|---|---|---|
| ALLIANCE BERNSTREIN LP | Investment Advisor | $23,947 | — | $23,947 |
| EMPOWER LIFE & ANNUITY INSURANCE | Recordkeeper | $14,055 | — | $14,055 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,002
- Estimated Expense Ratio: 0.287% 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 | $38,482 | — | — | — | — |
| 2023 | $30,163 | — | $22,074 | — | — |
| 2022 | $720 | — | — | — | — |