Plan Snapshot
- Plan Sponsor: Morvillo Abramowitz Grand Iason & Anello P.C.
- Sponsor EIN: 132996017
- Sponsor Address: 565 FIFTH AVENUE, NEW YORK, NY, 100172413
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $58.7M
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 | 71 | $58.7M | $0 | $0 |
| 2023 | 60 | $50.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| CBIZ CPAS | Auditor | $7,900 | — | $7,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,900
- Estimated Expense Ratio: 0.013% of plan assets
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 | $19,333 | $5,961 | — | $7,900 | — |
| 2023 | $32,107 | $6,916 | — | — | — |