Plan Snapshot
- Plan Sponsor: Moses & Singer LLP
- Sponsor EIN: 135259490
- Sponsor Address: 405 LEXINGTON AVE FL 12, NEW YORK, NY, 10174
- Plan Type: DC
- Total Participants: 104
- Total Assets: $94.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 104 | $94.1M | -$19,686 | $1.4M |
| 2023 | 149 | $91.6M | $636,662 | $1.6M |
| 2022 | 156 | $84.9M | $910,778 | $1.6M |
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 |
|---|---|---|---|---|
| WITHUM SMITH BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH BROWN PC — 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 | $69,379 | $85,909 | — | — | — |
| 2023 | $76,786 | $87,727 | — | — | — |
| 2022 | $77,092 | $7,001 | — | — | — |