Plan Snapshot
- Plan Sponsor: Cohen Milstein Sellers & Toll, PLLC
- Sponsor EIN: 521465235
- Sponsor Address: 1100 NEW YORK AVE, NW WEST TOWER, WASHINGTON, DC, 200053934
- Plan Type: DC
- Total Participants: 200
- Total Assets: $95.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 200 | $95.4M | $2.3M | $3.0M |
| 2023 | 189 | $81.5M | $2.5M | $2.9M |
| 2022 | 182 | $66.6M | $2.6M | $2.7M |
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 |
|---|---|---|---|---|
| COUNCILOR, BUCHANAN & MITCHELL, PC | Auditor | — | — | $0 |
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 | $69,717 | — | — | — | — |
| 2023 | $67,582 | — | — | — | — |
| 2022 | $81,289 | — | — | — | — |