Plan Snapshot
- Plan Sponsor: Commerzbank Aktiengesellschaft
- Sponsor EIN: 132682661
- Sponsor Address: 225 LIBERTY STREET, NEW YORK, NY, 10281
- Plan Type: DB
- Total Participants: 78
- Total Assets: $67.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 78 | $67.3M | $600,000 | $0 |
| 2023 | 85 | $70.8M | $600,000 | $0 |
| 2022 | 95 | $72.6M | $1.2M | $0 |
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 |
|---|---|---|---|---|
| FIAM TRUST COMPANY | NONE | $184,174 | — | $184,174 |
| BUCK GLOBAL, LLC | NONE | $127,787 | — | $127,787 |
| BDO USA, P.C. | NONE | $37,294 | — | $37,294 |
| NIXON PEABODY, LLP | NONE | $24,615 | — | $24,615 |
| FIDELITY | NONE | $19,049 | — | $19,049 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — NONE
- NIXON PEABODY, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $392,919
- Estimated Expense Ratio: 0.584% 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 | $456,514 | $184,119 | — | $37,294 | — |
| 2023 | $556,496 | $189,598 | — | $37,088 | — |
| 2022 | $476,670 | $211,251 | — | — | $199,541 |