Plan Snapshot
- Plan Sponsor: Klehr Harrison Harvey Branzburg LLP
- Sponsor EIN: 231973697
- Sponsor Address: 1835 MARKET STREET SUITE 1400, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $90.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 102 | $90.5M | $2.1M | $1.5M |
| 2023 | 101 | $80.0M | $2.0M | $1.5M |
| 2022 | 101 | $72.5M | $1.8M | $1.4M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | $18,750 | — | $18,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,750
- Estimated Expense Ratio: 0.021% 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 | $107,550 | $57,489 | $3,496 | $18,750 | — |
| 2023 | $85,327 | $42,701 | — | $18,200 | — |
| 2022 | $81,491 | $52,587 | $11,404 | — | $17,500 |