Plan Snapshot
- Plan Sponsor: Lemle & Wolff, INC.
- Sponsor EIN: 131994655
- Sponsor Address: 5925 BROADWAY, BRONX, NY, 10463
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $6.2M
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 | 183 | $6.2M | $82,940 | $641,007 |
| 2023 | 194 | $5.6M | $88,541 | $584,486 |
| 2022 | 188 | $4.9M | $83,901 | $580,882 |
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 |
|---|---|---|---|---|
| GREENLIGHT RETIREMENT PLAN CONSULTA | INVESTMENT/FINANCIAL ADVI | $14,475 | — | $14,475 |
| ADP, INC. | RECORD KEEPER | $5,756 | — | $5,756 |
| GRASSI & CO. CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- GRASSI & CO. CPAS P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,231
- Estimated Expense Ratio: 0.325% 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 | $20,232 | $14,475 | — | — | — |
| 2023 | $33,315 | — | — | — | — |
| 2022 | $18,197 | — | — | — | — |