Plan Snapshot
- Plan Sponsor: Cohen, Seglias, Pallas, Greenhall & Furman, P.C.
- Sponsor EIN: 232639443
- Sponsor Address: 1600 MARKET STREET, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $42.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 132 | $42.4M | $1.1M | $1.7M |
| 2023 | 125 | $36.7M | $964,731 | $1.5M |
| 2022 | 129 | $30.1M | $872,624 | $1.5M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — 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 | $100,375 | $22,500 | $77,875 | — | — |
| 2023 | $105,540 | $37,500 | $68,040 | — | — |
| 2022 | $127,735 | $50,715 | $77,020 | — | — |