Plan Snapshot
- Plan Sponsor: Fairfield-Maxwell Ltd.
- Sponsor EIN: 131878439
- Sponsor Address: 60 E. 42ND ST FL. 55, NEW YORK, NY, 10165
- Plan Type: 401(k)
- Total Participants: 57
- Total Assets: $37.1M
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 | 57 | $37.1M | $524,829 | $934,549 |
| 2023 | 80 | $35.0M | $502,159 | $882,252 |
| 2022 | 82 | $31.8M | $504,264 | $863,424 |
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 | $30,776 | — | $30,776 | — | — |
| 2023 | $24,680 | $23,813 | — | — | — |
| 2022 | $80,560 | — | — | — | $80,560 |