# Kenney Shelton Liptak & Nowak LLP 401(k) Plan
Source: https://planprovider.pro/companies/kenney-shelton-liptak-nowak-llp-plan

> Kenney Shelton Liptak & Nowak LLP's 401(k) plan: 57 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kenney Shelton Liptak & Nowak LLP

- **Sponsor EIN:** 161468707

- **Sponsor Address:** 233 FRANKLIN STREET, BUFFALO, NY, 14202

- **Plan Type:** 401(k)

- **Total Participants:** 57

- **Total Assets:** $10.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|57|$10.7M|$237,658|$510,985|

| 2023|72|$9.1M|$348,439|$529,329|

| 2022|75|$7.8M|$303,105|$487,391|

## 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|

| DANSA DARATA & SOUCIA CPAS 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|$62,891|$50,750|$1,195|—|—|

| 2023|$52,044|$42,545|$1,315|—|—|

| 2022|$68,002|—|—|—|$68,002|

## Similar Plans

- [Dell & Dean PLLC](https://planprovider.pro/companies/dell-dean-pllc-401k-plan) — 58 participants

- [Cahill Gordon & Reindel LLP](https://planprovider.pro/companies/cahill-gordon-reindel-llp-plan-001) — 58 participants

- [Smith Mazure, P.C.](https://planprovider.pro/companies/smith-mazure-p-c-401k-plan) — 56 participants

- [Hughes Hubbard & Reed LLP](https://planprovider.pro/companies/hughes-hubbard-reed-llp-plan-006) — 55 participants

- [Martin Clearwater And Bell LLP](https://planprovider.pro/companies/martin-clearwater-and-bell-llp-401k-plan) — 55 participants

- [Human Rights First](https://planprovider.pro/companies/human-rights-first-403b-plan) — 54 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kenney-shelton-liptak-nowak-llp-plan)

© 2026 PlanProvider.Pro