# Farrell Fritz, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/farrell-fritz-p-c-401k-plan

> Farrell Fritz, P.C.'s 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Farrell Fritz, P.C.

- **Sponsor EIN:** 061620161

- **Sponsor Address:** 400 RXR PLAZA, UNIONDALE, NY, 115563826

- **Plan Type:** 401(k)

- **Total Participants:** 155

- **Total Assets:** $79.6M

## 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|155|$79.6M|$1.3M|$2.0M|

| 2023|136|$79.4M|$1.1M|$1.7M|

| 2022|137|$68.0M|$1.2M|$1.6M|

## 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|

| PKF O'CONNOR DAVIES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PKF O'CONNOR DAVIES LLP](https://planprovider.pro/provider/bpas) — 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|$24,918|$12,389|—|—|—|

| 2023|$12,794|$10,856|—|—|—|

| 2022|$9,945|—|$9,945|—|—|

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