# Mandelbaum Barrett, PC 401(k) Plan
Source: https://planprovider.pro/companies/mandelbaum-barrett-pc-401k-plan

> Mandelbaum Barrett, PC's 401(k) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mandelbaum Barrett, PC

- **Sponsor EIN:** 221981178

- **Sponsor Address:** 3 BECKER FARM ROAD, ROSELAND, NJ, 07068

- **Plan Type:** 401(k)

- **Total Participants:** 159

- **Total Assets:** $34.7M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|159|$34.7M|$783,406|$1.9M|

| 2023|152|$30.2M|$846,014|$1.8M|

| 2022|129|$24.0M|$861,187|$1.5M|

## 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|

| PARK AVENUE SECURITIES, LLC|INVESTMENT / FINANCIAL AD|$62,496|—|$62,496|

| MEISEL, TUTEUR & LEWIS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PARK AVENUE SECURITIES, LLC](https://planprovider.pro/provider/park-avenue-securities-llc) — INVESTMENT / FINANCIAL AD

- [MEISEL, TUTEUR & LEWIS P.C.](https://planprovider.pro/provider/meisel-tuteur-and-lewis-p-c) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $62,496

- **Estimated Expense Ratio:** 0.180% 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|$68,906|—|—|—|—|

| 2023|$56,800|—|—|—|—|

| 2022|$55,830|—|—|—|—|

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