Plan Snapshot
- Plan Sponsor: Kasowitz Benson Torres LLP
- Sponsor EIN: 133720397
- Sponsor Address: 1633 BROADWAY, NEW YORK, NY, 100196708
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $39.7M
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 | 149 | $39.7M | $2.5M | $542,248 |
| 2023 | 145 | $33.8M | $2.4M | $514,322 |
| 2022 | 147 | $27.0M | $2.1M | $517,390 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 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 |
|---|---|---|---|---|---|
| 2024 | $33,558 | — | $33,558 | — | — |
| 2023 | $26,817 | — | $26,817 | — | — |
| 2022 | $26,907 | $1,250 | $25,657 | — | — |