Plan Snapshot
- Plan Sponsor: Garfunkel Wild PC
- Sponsor EIN: 112526447
- Sponsor Address: 900 STEWART AVENUE, GARDEN CITY, NY, 115304869
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $90.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 134 | $90.5M | $550,765 | $2.0M |
| 2023 | 140 | $78.3M | $473,412 | $2.1M |
| 2022 | 140 | $66.0M | $489,182 | $1.9M |
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 |
|---|---|---|---|---|
| ANCHIN, BLOCK & ANCHIN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANCHIN, BLOCK & ANCHIN LLP — 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 | $89,075 | — | — | — | — |
| 2023 | $85,993 | $56,283 | — | — | — |
| 2022 | $85,961 | $53,362 | — | — | — |