# Goetz, Schenker, Blee & Wiederhorn, LLP 401(k) Plan
Source: https://planprovider.pro/companies/goetz-schenker-blee-wiederhorn-llp-plan

> Goetz, Schenker, Blee & Wiederhorn, LLP's 401(k) plan: 69 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Goetz, Schenker, Blee & Wiederhorn, LLP

- **Sponsor EIN:** 061504795

- **Sponsor Address:** 101 GREENWICH STREET, NEW YORK, NY, 10006

- **Plan Type:** 401(k)

- **Total Participants:** 69

- **Total Assets:** $23.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|69|$23.1M|$295,168|$460,640|

| 2023|79|$19.4M|$0|$536,786|

| 2022|88|$15.8M|$260,158|$438,481|

## 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|

| UBS FINANCIAL SERVICES, INC.|ADVISOR|$53,644|—|$53,644|

| FORRESTALL CPAS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [FORRESTALL CPAS, LLC](https://planprovider.pro/provider/forrestall-cpas-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $53,644

- **Estimated Expense Ratio:** 0.232% 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|$95,577|—|$95,577|—|—|

| 2023|$78,385|—|$78,385|—|—|

| 2022|$73,662|$39,639|$34,023|—|—|

## Similar Plans

- [The Legal Aid Society](https://planprovider.pro/companies/the-legal-aid-society-plan-001) — 67 participants

- [Nardello & Co. LLC](https://planprovider.pro/companies/nardello-co-llc-plan) — 64 participants

- [Legal Aid Society Of Nassau County, N.Y., INC.](https://planprovider.pro/companies/legal-aid-society-of-nassau-county-n-y-inc-plan-002) — 80 participants

- [Judicial Title Insurance Agency LLC](https://planprovider.pro/companies/judicial-title-insurance-agency-llc-401k-plan) — 57 participants

- [Appellate Advocates](https://planprovider.pro/companies/appellate-advocates-401k-plan) — 84 participants

- [Nationwide Court Services, INC.](https://planprovider.pro/companies/nationwide-court-services-inc-401k-plan) — 51 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/goetz-schenker-blee-wiederhorn-llp-plan)

© 2026 PlanProvider.Pro