# Kaufman Dolowich,LLP DC Plan
Source: https://planprovider.pro/companies/kaufman-dolowich-voluck-llp-plan-001

> Kaufman Dolowich,LLP's DC plan: 339 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FUSION FAMILY WEALTH, LLC|INVESTMENT ADVISOR|$76,436|—|$76,436|

| CAPITAL RESEARCH AND MANAGEMENT|RECORDKEEPER|$16,477|—|$16,477|

| CREATIVE PLAN DESIGNS, LTD|CONTRACT ADMIN|$5,100|—|$5,100|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $98,013

- **Estimated Expense Ratio:** 0.222% 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|$92,050|—|$92,050|—|—|

| 2023|$65,216|—|$65,216|—|—|

| 2022|$63,435|—|—|—|$63,435|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kaufman-dolowich-voluck-llp-plan-001)

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