Plan Snapshot
- Plan Sponsor: Hausfeld LLP
- Sponsor EIN: 263678976
- Sponsor Address: 1200 17TH STREET, N.W., WASHINGTON, DC, 20036
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $25.4M
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 | 102 | $25.4M | $679,303 | $1.7M |
| 2023 | 97 | $21.4M | $768,345 | $1.3M |
| 2022 | 97 | $18.1M | $750,897 | $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 | — | — | $0 |
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 | $80,175 | $39,281 | — | — | — |
| 2023 | $68,935 | $33,800 | — | — | — |
| 2022 | $375,777 | — | $64,944 | — | — |