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)
- 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. |
|---|---|---|---|---|
| 2025 | 98 | $13.7M | $0 | $0 |
| 2024 | 103 | $11.8M | $0 | $0 |
| 2023 | 123 | $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 |
|---|---|---|---|---|
| THE ZLC GROUP | 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 |
|---|---|---|---|---|---|
| 2025 | $49,480 | — | $49,480 | — | — |
| 2024 | $39,908 | — | $39,908 | — | — |
| 2023 | — | — | — | — | — |