Plan Snapshot
- Plan Sponsor: Heidell, Pittoni, Murphy & Bach, LLP
- Sponsor EIN: 134035589
- Sponsor Address: 99 PARK AVENUE, NEW YORK, NY, 10016
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $35.1M
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 | 169 | $35.1M | $316,279 | $1.6M |
| 2023 | 146 | $31.2M | $282,075 | $1.6M |
| 2022 | 148 | $27.2M | $320,216 | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, 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 | $106,620 | $48,006 | $58,614 | — | — |
| 2023 | $95,029 | $42,491 | $52,538 | — | — |
| 2022 | $85,407 | $34,598 | $50,809 | — | — |