Plan Snapshot
- Plan Sponsor: Kelley Drye & Warren LLP
- Sponsor EIN: 135335107
- Sponsor Address: 3 WORLD TRADE CENTER, NEW YORK, NY, 10007
- Plan Type: DC
- Total Participants: 556
- Total Assets: $442.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 556 | $442.3M | $4.9M | $8.8M |
| 2023 | 563 | $398.6M | $4.7M | $8.3M |
| 2022 | 545 | $338.2M | $4.5M | $7.4M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $199,059 | — | — | — | — |
| 2023 | $80,655 | — | — | — | — |
| 2022 | $129,890 | — | — | — | — |