# Collins Einhorn Farrell PC 401(k) Plan
Source: https://planprovider.pro/companies/collins-einhorn-farrell-pc-382040178-002

> Collins Einhorn Farrell PC&#39;s 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Collins Einhorn Farrell PC

- **Sponsor EIN:** 382040178

- **Sponsor Address:** 4000 TOWN CENTER, FLOOR 9, SOUTHFIELD, MI, 48075

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 95

- **Total Assets:** $19.9M

## 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|95|$19.9M|$462,656|$795,755|

| 2023|107|$20.9M|$494,225|$859,711|

| 2022|114|$19.2M|$458,235|$798,362|

## 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|

| CAPTRUST|Investment Advisor|$49,066|—|$49,066|

| SENTINEL BENEFITS GROUP, INC.|Recordkeeper|$20,526|—|$20,526|

| CHARLES SCHWAB TRUST BANK|Custodian / Trustee|$9,353|—|$9,353|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SENTINEL BENEFITS GROUP, INC.](https://planprovider.pro/provider/sentinel-group) — Recordkeeper

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Custodian / Trustee

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $78,945

- **Estimated Expense Ratio:** 0.397% 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|$78,945|$49,066|—|—|—|

| 2023|$85,173|$60,011|—|—|—|

| 2022|$66,108|$46,241|—|—|$19,867|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/collins-einhorn-farrell-pc-382040178-002)

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