# Cole Schotz P.C. DC Plan
Source: https://planprovider.pro/companies/cole-schotz-p-c-plan-001

> Cole Schotz P.C.'s DC plan: 361 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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