Plan Snapshot
- Plan Sponsor: Morrison Cohen LLP
- Sponsor EIN: 133205994
- Sponsor Address: 909 THIRD AVENUE, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $126.8M
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 | 186 | $126.8M | $2.4M | $2.7M |
| 2023 | 204 | $112.7M | $2.8M | $3.0M |
| 2022 | 180 | $94.3M | $2.5M | $2.6M |
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 |
|---|---|---|---|---|
| ANCHIN BLOCK & ANCHIN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANCHIN BLOCK & ANCHIN — 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 | $80,934 | $30,289 | — | — | — |
| 2023 | $132,783 | $53,258 | $32,800 | — | — |
| 2022 | $48,791 | — | — | — | — |