# Lerner David LLP DC Plan
Source: https://planprovider.pro/companies/lerner-david-llp-plan-001

> Lerner David LLP's DC plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lerner David LLP

- **Sponsor EIN:** 222269956

- **Sponsor Address:** 20 COMMERCE DRIVE, CRANFORD, NJ, 07016

- **Plan Type:** DC

- **Total Participants:** 104

- **Total Assets:** $62.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|104|$62.1M|$929,966|$986,125|

| 2023|107|$57.0M|$948,037|$888,568|

| 2022|105|$55.7M|$983,649|$910,255|

## 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|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$18,405|—|$18,405|

| MORNINGSTAR|SERVICE PROVIDER|—|$8,760|$8,760|

| BERDERSON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORNINGSTAR](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

- [BERDERSON LLP](https://planprovider.pro/provider/bederson-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $27,165

- **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|$44,503|—|—|—|—|

| 2023|$41,385|—|—|—|—|

| 2022|$43,251|—|—|—|—|

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