Plan Snapshot
- Plan Sponsor: Esquire Law LLC
- Sponsor EIN: 862214589
- Sponsor Address: 11360 N JOG RD FL 2, PALM BEACH GARDENS, FL, 334181749
- Plan Type: 401(k)
- Total Participants: 255
- Total Assets: $6.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 255 | $6.5M | $91,985 | $521,618 |
| 2023 | 259 | $5.7M | $76,624 | $398,557 |
| 2022 | 268 | $4.5M | $47,898 | $228,517 |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY 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 | $38,141 | $15,111 | $22,170 | — | — |
| 2023 | $32,065 | $12,056 | $19,149 | — | — |
| 2022 | $12,555 | $3,543 | $9,012 | — | — |