# Fross Zelnick Lehrman & Zissu, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/fross-zelnick-lehrman-zissu-p-c-plan

> Fross Zelnick Lehrman & Zissu, P.C.'s 401(k) plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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