Plan Snapshot
- Plan Sponsor: Kohn Pedersen Fox Associates, P.C.
- Sponsor EIN: 132862504
- Sponsor Address: 11 WEST 42 STREET, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 389
- Total Assets: $104.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 389 | $104.9M | $1.7M | $3.7M |
| 2023 | 428 | $97.1M | $1.8M | $3.9M |
| 2022 | 404 | $81.2M | $1.7M | $3.7M |
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 |
|---|---|---|---|---|
| DAVIS, WARD & HOCHMAN, 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 | $3,972 | — | — | — | — |
| 2023 | $3,590 | — | — | — | — |
| 2022 | $2,590 | — | — | — | — |