Plan Snapshot
- Plan Sponsor: Ellenoff Grossman & Schole LLP
- Sponsor EIN: 133643185
- Sponsor Address: 1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $44.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 152 | $44.4M | $1.5M | $2.2M |
| 2023 | 119 | $35.5M | $1.4M | $1.9M |
| 2022 | 125 | $27.8M | $1.4M | $1.9M |
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 |
|---|---|---|---|---|
| WITHUM SMITH AND BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH AND 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 | $43,655 | $2,725 | — | — | — |
| 2023 | $32,859 | $541 | — | — | — |
| 2022 | $509,636 | — | -$25,797 | — | — |