# Lipsitz Green Scime Cambria, LLP DC Plan
Source: https://planprovider.pro/companies/lipsitz-green-scime-cambria-llp-plan-001

> Lipsitz Green Scime Cambria, LLP's DC plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lipsitz Green Scime Cambria, LLP

- **Sponsor EIN:** 160905097

- **Sponsor Address:** 42 DELAWARE AVE STE 120, BUFFALO, NY, 14202

- **Plan Type:** DC

- **Total Participants:** 129

- **Total Assets:** $81.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|129|$81.4M|$937,149|$1.1M|

| 2023|124|$70.9M|$929,033|$994,056|

| 2022|123|$61.3M|$821,778|$923,062|

## 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|

| ARBOR CAPITAL MANAGEMENT|INVESTMENT/FINANCIAL ADVI|$17,000|—|$17,000|

| FL PUTNAM|INVESTMENT/FINANCIAL ADVI|$17,000|—|$17,000|

| ADP, INC.|RECORD KEEPER|$15,124|—|$15,124|

| LUMSDEN MCCORMICK|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [LUMSDEN MCCORMICK](https://planprovider.pro/provider/lumsden-and-mccormick-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,124

- **Estimated Expense Ratio:** 0.060% 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|$66,125|$51,000|—|—|—|

| 2023|$48,250|$30,737|—|—|—|

| 2022|$48,143|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lipsitz-green-scime-cambria-llp-plan-001)

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