Plan Snapshot
- Plan Sponsor: Curtis, Mallet-Prevost,Colt & Mosle LLP
- Sponsor EIN: 135018900
- Sponsor Address: 101 PARK AVENUE, NEW YORK, NY, 101780061
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $86.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 140 | $86.9M | $22,950 | $1.6M |
| 2023 | 143 | $73.1M | $42,247 | $1.5M |
| 2022 | 135 | $65.6M | $7,577 | $1.4M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $92,161 | $25,000 | $67,161 | — | — |
| 2023 | $164,208 | $37,794 | $126,414 | — | — |
| 2022 | $5,855 | — | $5,855 | — | — |