Plan Snapshot
- Plan Sponsor: Cullen & Dykman, LLP
- Sponsor EIN: 110658700
- Sponsor Address: 333 EARLE OVINGTON BOULEVARD 2ND FL, UNIONDALE, NY, 11553
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $89.3M
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 | 192 | $89.3M | $2.7M | $1.8M |
| 2023 | 187 | $84.9M | $875,769 | $1.5M |
| 2022 | 204 | $79.2M | $2.3M | $1.7M |
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 | NONE | $46,058 | — | $46,058 |
| GRASSI & CO CPAS PC | NONE | $43,376 | — | $43,376 |
| USI CONSULTING GROUP INC | OTHER | $11,200 | — | $11,200 |
| GRASSI & COMPANY, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — NONE
- GRASSI & COMPANY, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,634
- Estimated Expense Ratio: 0.113% 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 | $2,226 | — | — | — | — |
| 2023 | $2,315 | — | — | — | — |
| 2022 | $7,633 | — | — | — | $4,955 |