# Dan Klores Communications, LLC 401(k) Plan
Source: https://planprovider.pro/companies/dan-klores-communications-llc-401k-plan

> Dan Klores Communications, LLC's 401(k) plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dan Klores Communications, LLC

- **Sponsor EIN:** 611568930

- **Sponsor Address:** 261 FIFTH AVENUE, 3RD FLOOR, NEW YORK, NY, 10016

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

- **Total Participants:** 208

- **Total Assets:** $22.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|208|$22.0M|$337,393|$1.5M|

| 2023|208|$18.8M|$329,952|$1.5M|

| 2022|227|$14.5M|$295,820|$1.2M|

## 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|

| SENTINEL PENSION ADVISORS|NONE|$35,400|—|$35,400|

| SENTINEL BENEFITS GROUP, LLC|NONE|$30,860|—|$30,860|

| CHARLES SCHWAB TRUST BANK|NONE|$7,647|—|$7,647|

| HCVT CPAS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SENTINEL PENSION ADVISORS](https://planprovider.pro/provider/sentinel-group) — NONE

- [SENTINEL BENEFITS GROUP, LLC](https://planprovider.pro/provider/sentinel-group) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $73,907

- **Estimated Expense Ratio:** 0.336% 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|$73,907|$35,400|—|—|—|

| 2023|$63,044|$30,501|—|—|—|

| 2022|$59,104|$29,213|—|—|$29,891|

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