Plan Snapshot
- Plan Sponsor: Meyer, Suozzi, English & Klein, P.C.
- Sponsor EIN: 112340639
- Sponsor Address: 990 STEWART AVENUE, STE 300, GARDEN CITY, NY, 115309194
- Plan Type: DC
- Total Participants: 94
- Total Assets: $41.4M
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 | 94 | $41.4M | $531,590 | $633,756 |
| 2023 | 50 | $39.1M | $627,297 | $651,967 |
| 2022 | 59 | $40.2M | $637,003 | $716,831 |
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 |
|---|---|---|---|---|
| EFPR GROUP LLC | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP LLC — Independent 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 | — | — | — | — | — |
| 2023 | $126,733 | — | $126,733 | — | — |
| 2022 | $137,006 | — | $137,006 | — | — |