# Hurwitz Fine P.C. 401(k) Plan
Source: https://planprovider.pro/companies/hurwitz-fine-p-c-161085939-004

> Hurwitz Fine P.C.'s 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hurwitz Fine P.C.

- **Sponsor EIN:** 161085939

- **Sponsor Address:** 424 MAIN STREET, ROOM 1300, BUFFALO, NY, 14202

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

- **Plan Number:** 004

- **Total Participants:** 98

- **Total Assets:** $13.7M

## 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|98|$13.7M|$505,235|$800,803|

| 2023|103|$11.8M|$508,934|$680,442|

| 2022|96|$9.8M|$469,671|$646,279|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$44,768|—|$44,768|

| OSAIC WEALTH INC|Investment Advisor|—|$12,522|$12,522|

| ACTUARIAL CONSULTING SERVICES|Recordkeeper|$4,705|$5,860|$10,565|

| SECURITIES AMERICA, INC|Other Service Provider|—|$10,226|$10,226|

### Verified Provider Profiles

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

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,081

- **Estimated Expense Ratio:** 0.572% 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|$49,480|—|$49,480|—|—|

| 2023|$39,908|—|$39,908|—|—|

| 2022|$484,519|—|—|—|—|

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