Plan Snapshot
- Plan Sponsor: Lockard & Wechsler LLC
- Sponsor EIN: 812152585
- Sponsor Address: 2 BRIDGE STREET, SUITE 200, IRVINGTON, NY, 10533
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 103 | $11.8M | $302,847 | $738,359 |
| 2023 | 101 | $9.8M | $322,865 | $653,379 |
| 2022 | 94 | $8.0M | $252,735 | $567,265 |
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 |
|---|---|---|---|---|
| BELFINT LYONS SHUMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT LYONS SHUMAN — 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 | $40,110 | $27,261 | — | — | — |
| 2023 | $623,148 | — | $1,275 | — | — |
| 2022 | $430,393 | — | $850 | — | — |