Plan Snapshot
- Plan Sponsor: Buchbinder Tunick & Company LLP
- Sponsor EIN: 131578842
- Sponsor Address: 1 PENNSYLVANIA PLAZA, NEW YORK, NY, 10119
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 0 | $0 | $727,615 | $0 |
| 2023 | 0 | $31.2M | $697,501 | $1.3M |
| 2022 | 118 | $30.7M | $640,934 | $1.2M |
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 |
|---|---|---|---|---|
| MERILL LYNCH | INVESTMENT ADVISOR | $69,554 | — | $69,554 |
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $45,438 | — | $45,438 |
| SACCO CPA PLLC | Auditor | $2,492 | — | $2,492 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- SACCO CPA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,484
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 | $45,685 | $29,857 | $13,336 | $2,492 | — |
| 2023 | $57,496 | $34,777 | $22,719 | — | — |
| 2022 | $70,962 | $48,025 | $22,937 | — | — |