Plan Snapshot
- Plan Sponsor: Fein, Such, Kahn & Shepard, P.C.
- Sponsor EIN: 223140786
- Sponsor Address: 6 CAMPUS DRIVE, PARSIPPANY, NJ, 07054
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $14.8M
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 | 128 | $14.8M | $84,174 | $648,505 |
| 2023 | 124 | $13.2M | $85,203 | $616,450 |
| 2022 | 128 | $11.9M | $78,236 | $619,668 |
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 |
|---|---|---|---|---|
| WILKIN & GUTTENPLAN, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILKIN & GUTTENPLAN, P.C. — 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 | $52,891 | $24,179 | — | — | — |
| 2023 | $54,967 | $24,405 | — | — | — |
| 2022 | $59,735 | — | — | — | — |