Plan Snapshot
- Plan Sponsor: Gelfand, Rennert & Feldman, LLC
- Sponsor EIN: 815179315
- Sponsor Address: 1880 CENTURY PARK EAST, SUITE 1600, LOS ANGELES, CA, 90067
- Plan Type: 401(k)
- Total Participants: 640
- Total Assets: $90.0M
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 | 640 | $90.0M | $1.5M | $4.4M |
| 2023 | 599 | $78.1M | $1.4M | $4.0M |
| 2022 | 575 | $63.7M | $1.2M | $3.6M |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT 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 | $68 | — | — | — | — |
| 2023 | $84,385 | $22,000 | — | — | — |
| 2022 | $123,465 | $44,000 | — | — | $79,465 |