# Cpl Architects, Engineers, Landscape Architect And Survyeor, D.P.C. 401(k) Plan
Source: https://planprovider.pro/companies/cpl-architects-engineers-landscape-architect-and-survyeor-d-p-c-401k-plan

> Cpl Architects, Engineers, Landscape Architect And Survyeor, D.P.C.'s 401(k) plan: 494 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cpl Architects, Engineers, Landscape Architect And Survyeor, D.P.C.

- **Sponsor EIN:** 161283651

- **Sponsor Address:** 255 WOODCLIFF DRIVE SUITE 200, FAIRPORT, NY, 14450

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

- **Total Participants:** 494

- **Total Assets:** $56.3M

## 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|494|$56.3M|$1.2M|$4.4M|

| 2023|459|$51.3M|$1.1M|$4.2M|

| 2022|430|$41.5M|$939,529|$3.5M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$77,304|—|$77,304|

| MORGAN STANLEY|INVESTMENT ADVISOR|$37,000|—|$37,000|

| FREED MAXICK PC|Auditor|—|—|$0|

### 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:** $114,304

- **Estimated Expense Ratio:** 0.203% 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|$117,491|$46,250|$12,056|—|—|

| 2023|$102,453|$37,000|$65,178|—|—|

| 2022|$90,196|$27,750|$61,991|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cpl-architects-engineers-landscape-architect-and-survyeor-d-p-c-401k-plan)

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