Plan Snapshot
- Plan Sponsor: Bilzin Sumberg Baena Price & Axelrod LLP
- Sponsor EIN: 650801626
- Sponsor Address: 1450 BRICKELL AVENUE,, MIAMI, FL, 33131
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $57.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 143 | $57.4M | $1.2M | $1.7M |
| 2023 | 132 | $52.0M | $1.2M | $1.8M |
| 2022 | 134 | $51.8M | $1.2M | $1.7M |
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 |
|---|---|---|---|---|
| KAUFMAN, ROSSIN & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KAUFMAN, ROSSIN & COMPANY — 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 | $85,701 | $12,273 | $68,557 | — | — |
| 2023 | $79,613 | — | $69,918 | — | — |
| 2022 | $97,262 | $14,857 | $82,405 | — | — |