Plan Snapshot
- Plan Sponsor: Fross Zelnick Lehrman & Zissu, P.C.
- Sponsor EIN: 133106281
- Sponsor Address: 151 WEST 42ND STREET, 17TH FLOOR, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $52.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 175 | $52.9M | $955,342 | $1.7M |
| 2023 | 168 | $49.2M | $701,257 | $1.7M |
| 2022 | 162 | $39.6M | $973,578 | $1.4M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $8,542 | — | $8,542 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,542
- Estimated Expense Ratio: 0.016% of plan assets
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 | $168,711 | $102,407 | — | $8,542 | — |
| 2023 | $147,875 | $46,147 | — | $44,125 | — |
| 2022 | $173,181 | — | $173,181 | — | — |