Plan Snapshot
- Plan Sponsor: Klasko Immigration Law Partners
- Sponsor EIN: 200469750
- Sponsor Address: 1601 MARKET ST STE 2600, PHILADELPHIA, PA, 19103
- Plan Type: DC
- Total Participants: 89
- Total Assets: $11.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 89 | $11.3M | $301,713 | $774,591 |
| 2023 | 132 | $9.8M | $265,684 | $697,669 |
| 2022 | 112 | $7.5M | $216,539 | $578,760 |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $4,376 | $2,286 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |