Plan Snapshot
- Plan Sponsor: Landman Corsi Ballaine & Ford P.C.
- Sponsor EIN: 133845180
- Sponsor Address: 120 BROADWAY 27TH FLOOR, NEW YORK, NY, 10271
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $73.0M
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 | 128 | $73.0M | $1.2M | $1.2M |
| 2023 | 113 | $61.0M | -$50,960 | $945,338 |
| 2022 | 109 | $49.1M | $1.1M | $1.0M |
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 |
|---|---|---|---|---|
| EFPR GROUP, CPAS, PLLC | ACCOUNTANT/AUDITOR | $5,961 | — | $5,961 |
| EFPR GROUP | Auditor | $5,961 | — | $5,961 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,922
- Estimated Expense Ratio: 0.016% 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 | $9,262 | — | — | $5,961 | — |
| 2023 | $12,884 | — | — | $12,613 | — |
| 2022 | $4,087 | — | — | — | — |