Plan Snapshot
- Plan Sponsor: Lavin Cedrone Graver Boyd & Disipio
- Sponsor EIN: 232350395
- Sponsor Address: 190 NORTH INDEPENDENCE MALL WEST,, PHILADELPHIA, PA, 19106
- Plan Type: 401(k)
- Total Participants: 53
- Total Assets: $31.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 53 | $31.8M | $67,794 | $576,537 |
| 2023 | 60 | $28.7M | $62,547 | $586,571 |
| 2022 | 61 | $26.2M | $58,116 | $571,158 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $2,879 | — | — | — | — |
| 2023 | $3,314 | — | — | — | — |
| 2022 | $2,867 | — | — | — | — |