Plan Snapshot
- Plan Sponsor: Jaros, Baum & Bolles Consulting Engineers LLP
- Sponsor EIN: 130884150
- Sponsor Address: 80 PINE STREET, NEW YORK, NY, 10005
- Plan Type: 401(k)
- Total Participants: 348
- Total Assets: $77.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 348 | $77.9M | $422,562 | $4.1M |
| 2023 | 359 | $72.6M | $452,688 | $4.1M |
| 2022 | 356 | $63.4M | $444,476 | $3.5M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $84,066 | — | $84,066 |
| MORGAN STANLEY WEALTH MANAGEMENT | INVESTMENT ADVISORY | $80,000 | — | $80,000 |
| WISS & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- MORGAN STANLEY WEALTH MANAGEMENT — INVESTMENT ADVISORY
- WISS & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $164,066
- Estimated Expense Ratio: 0.211% 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 | $164,066 | $80,000 | — | — | — |
| 2023 | $161,889 | $80,000 | — | — | — |
| 2022 | $160,315 | $80,000 | — | — | — |