Plan Snapshot
- Plan Sponsor: Cullen & Dykman, LLP
- Sponsor EIN: 110658700
- Sponsor Address: 333 EARLE OVINGTON BOULEVARD, UNIONDALE, NY, 11553
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $42.5M
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 | 152 | $42.5M | $369,572 | $1.8M |
| 2023 | 129 | $37.0M | $340,803 | $1.7M |
| 2022 | 132 | $35.2M | $339,282 | $1.6M |
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 |
|---|---|---|---|---|
| GRASSI & CO CPAS PC | Other Service Provider | $43,376 | — | $43,376 |
| MORGAN STANLEY | Investment Advisor | $19,097 | — | $19,097 |
| USI CONSULTING GROUP INC | Other Service Provider | $5,015 | — | $5,015 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,488
- Estimated Expense Ratio: 0.159% 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 | $879 | — | — | — | — |
| 2023 | $1,363 | — | — | — | — |
| 2022 | $6,461 | — | — | — | $4,955 |