Plan Snapshot
- Plan Sponsor: Hawkins, Delafield & Wood, LLP
- Sponsor EIN: 135513990
- Sponsor Address: 7 WORLD TRADE CENTER, NEW YORK, NY, 10007
- Plan Type: DC
- Total Participants: 93
- Total Assets: $106.7M
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 | 93 | $106.7M | $1.3M | $1.0M |
| 2023 | 99 | $98.6M | $1.4M | $892,229 |
| 2022 | 103 | $92.6M | $1.5M | $1.0M |
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 |
|---|---|---|---|---|
| INGHAM & COMPANY | NONE | $126,115 | $34,347 | $160,462 |
| NATIONAL FINANCIAL SERVICES | NONE | $18,161 | — | $18,161 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INGHAM & COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $178,623
- Estimated Expense Ratio: 0.167% 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 | $144,276 | $78,427 | — | — | — |
| 2023 | $130,551 | $76,910 | — | — | — |
| 2022 | $136,978 | $80,777 | $18,290 | — | — |