Plan Snapshot
- Plan Sponsor: Morris Rothenberg & Son, INC.
- Sponsor EIN: 112205667
- Sponsor Address: 3015 VETERANS MEMORIAL HWY., RONKONKOMA, NY, 117790512
- Plan Type: DC
- Total Participants: 156
- Total Assets: $32.9M
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 | 156 | $32.9M | $1.7M | $365,408 |
| 2023 | 157 | $30.1M | $1.7M | $412,262 |
| 2022 | 163 | $25.7M | $1.7M | $440,059 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $67,800 | $178 | — | — | — |
| 2023 | $45,437 | — | — | $18,500 | — |
| 2022 | $23,165 | — | — | — | — |