Plan Snapshot
- Plan Sponsor: Lera Consulting Structural Engineers, R.L.L.P.
- Sponsor EIN: 133147972
- Sponsor Address: 40 WALL STREET, NEW YORK, NY, 10005
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $50.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 90 | $50.5M | $300,000 | $1.1M |
| 2023 | 79 | $44.5M | $155,080 | $904,765 |
| 2022 | 76 | $33.2M | $190,000 | $802,207 |
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 |
|---|---|---|---|---|
| GRASSI & CO., CPAS, P.C. | Auditor | $22,301 | — | $22,301 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $22,301
- Estimated Expense Ratio: 0.044% 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 | -$43,111 | $735 | — | $22,301 | — |
| 2023 | -$30,015 | $477 | — | $21,578 | — |
| 2022 | -$31,494 | $530 | — | — | — |