Plan Snapshot
- Plan Sponsor: Kaufman Dolowich,LLP
- Sponsor EIN: 113391604
- Sponsor Address: 135 CROSSWAYS PARK DRIVE, SUITE 201, WOODBURY, NY, 11797
- Plan Type: DC
- Total Participants: 339
- Total Assets: $44.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 339 | $44.1M | $679,048 | $2.6M |
| 2023 | 327 | $38.2M | $586,515 | $2.7M |
| 2022 | 340 | $31.2M | $631,741 | $2.4M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $92,050 | — | $92,050 | — | — |
| 2023 | $65,216 | — | $65,216 | — | — |
| 2022 | $63,435 | — | — | — | $63,435 |