Plan Snapshot
- Plan Sponsor: Meltzer, Lippe, Goldstein & Breitstone, LLP
- Sponsor EIN: 113581269
- Sponsor Address: 190 WILLIS AVE, MINEOLA, NY, 11501
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $41.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 135 | $41.1M | $950,678 | $1.8M |
| 2023 | 137 | $35.7M | $862,016 | $1.7M |
| 2022 | 130 | $30.1M | $826,132 | $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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — 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 | $7,444 | $6,882 | — | — | — |
| 2023 | $6,460 | $4,460 | — | — | — |
| 2022 | $5,893 | — | $5,893 | — | — |