Plan Snapshot
- Plan Sponsor: Cole Schotz P.C.
- Sponsor EIN: 222113414
- Sponsor Address: 25 MAIN STREET, HACKENSACK, NJ, 07601
- Plan Type: DC
- Total Participants: 361
- Total Assets: $136.5M
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 | 361 | $136.5M | $4.5M | $4.3M |
| 2023 | 355 | $121.4M | $4.2M | $4.1M |
| 2022 | 258 | $106.7M | $3.8M | $3.6M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $227,754 | — | $227,754 |
| NATIONAL PROFESSIONAL | CONTRACT ADMIN | $22,300 | — | $22,300 |
| CITRIN COOPERMAN & COMPANY LLP | AUDITOR | $18,210 | — | $18,210 |
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | $18,210 | — | $18,210 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORDKEEPER | $12,747 | — | $12,747 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $299,221
- Estimated Expense Ratio: 0.219% 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 | $209,314 | $156,057 | $22,300 | $18,210 | — |
| 2023 | $192,578 | — | — | — | — |
| 2022 | $186,893 | — | — | — | $186,893 |