Plan Snapshot
- Plan Sponsor: Broadwall Management Corp.
- Sponsor EIN: 133010137
- Sponsor Address: 370 7TH AVENUE, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $28.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 257 | $28.1M | $509,757 | $1.6M |
| 2023 | 238 | $25.5M | $391,095 | $1.5M |
| 2022 | 145 | $15.5M | $207,482 | $1.0M |
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 | ADVISOR | $35,000 | — | $35,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $23,997 | — | $23,997 |
| CBIZ CPAS PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,997
- Estimated Expense Ratio: 0.210% 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 | $58,997 | $35,000 | — | — | — |
| 2023 | $45,495 | $23,942 | — | — | — |
| 2022 | $28,570 | — | — | — | — |