Plan Snapshot
- Plan Sponsor: Morris Adjmi Architects Dpc
- Sponsor EIN: 263942187
- Sponsor Address: 60 BROAD STREET, NEW YORK, NY, 10004
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 64 | $7.1M | $242,028 | $535,865 |
| 2023 | 95 | $8.0M | $279,027 | $586,004 |
| 2022 | 89 | $6.7M | $272,989 | $553,553 |
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 |
|---|---|---|---|---|
| BLATT & DAUMAN, LLP | Auditor | — | — | $0 |
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 | $91,101 | — | $91,101 | — | — |
| 2023 | $77,408 | — | $77,408 | — | — |
| 2022 | $74,308 | — | $74,308 | — | — |