Plan Snapshot
- Plan Sponsor: Gilsanz Murray Steficek LLP Engineers And Architects
- Sponsor EIN: 133595619
- Sponsor Address: 129 WEST 27TH STREET 5TH FLOOR, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $42.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 110 | $42.2M | $924,174 | $1.0M |
| 2023 | 106 | $36.9M | $893,778 | $941,913 |
| 2022 | 101 | $29.3M | $832,210 | $882,286 |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PLLC — 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 | $53,230 | $3,892 | — | — | — |
| 2023 | $43,966 | $2,945 | — | — | — |
| 2022 | $41,568 | — | $41,568 | — | — |