Plan Snapshot
- Plan Sponsor: Eisner Advisory Group, LLC
- Sponsor EIN: 871353108
- Sponsor Address: 733 THIRD AVENUE, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 3,807
- Total Assets: $699.3M
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 | 3,807 | $699.3M | $6.6M | $47.7M |
| 2023 | 3,200 | $567.0M | $5.6M | $39.5M |
| 2022 | 2,677 | $420.5M | $3.7M | $28.5M |
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 |
|---|---|---|---|---|
| SMITH ELLIOT KEARNS & CO. LLC CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH ELLIOT KEARNS & CO. LLC CPAS — 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 | $366,693 | $88,388 | — | — | — |
| 2023 | $319,096 | $62,349 | — | — | — |
| 2022 | $259,630 | — | — | — | — |