# Cullen & Dykman, LLP 401(k) Plan
Source: https://planprovider.pro/companies/cullen-dykman-llp-401k-plan-003

> Cullen & Dykman, LLP's 401(k) plan: 192 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — NONE

- [GRASSI & COMPANY, CPAS](https://planprovider.pro/provider/grassi-and-co-cpas-pc) — 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|

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