Plan Snapshot
- Plan Sponsor: Davis+Gilbert LLP
- Sponsor EIN: 131504385
- Sponsor Address: 1675 BROADWAY, NEW YORK, NY, 10019
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $149.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 135 | $149.2M | $3.2M | $1.9M |
| 2023 | 133 | $131.5M | $3.1M | $1.8M |
| 2022 | 129 | $109.3M | $2.8M | $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 |
|---|---|---|---|---|
| WITHUMSMITH & BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH & BROWN, PC — 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 | $214,336 | $177,255 | — | — | — |
| 2023 | $200,790 | $151,121 | — | — | — |
| 2022 | $210,939 | $155,194 | — | — | — |