Plan Snapshot
- Plan Sponsor: Herrick, Feinstein LLP
- Sponsor EIN: 132991662
- Sponsor Address: 2 PARK AVENUE, NEW YORK, NY, 10016
- Plan Type: DC
- Total Participants: 122
- Total Assets: $32.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 122 | $32.6M | $0 | $1.8M |
| 2023 | 135 | $30.3M | $0 | $1.9M |
| 2022 | 144 | $25.3M | $0 | $1.8M |
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 |
|---|---|---|---|---|
| ESINERAMPER LLP | Auditor | $15,750 | — | $15,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ESINERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,750
- Estimated Expense Ratio: 0.048% 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 | $61,706 | $15,616 | $16,223 | $15,750 | — |
| 2023 | $51,637 | $14,825 | $30,450 | — | — |
| 2022 | $88,422 | $11,992 | — | — | $27,824 |