# Ncheng LLP Certified Public Ac 401(k) Plan
Source: https://planprovider.pro/companies/ncheng-llp-certified-public-ac-401k-plan

> Ncheng LLP Certified Public Ac's 401(k) plan: 77 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ncheng LLP Certified Public Ac

- **Sponsor EIN:** 810926770

- **Sponsor Address:** 40 WALL ST FL 32 STE 3222, NEW YORK, NY, 100051476

- **Plan Type:** 401(k)

- **Total Participants:** 77

- **Total Assets:** $8.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|77|$8.7M|$404,086|$722,779|

| 2023|85|$7.7M|$327,086|$588,500|

| 2022|88|$6.1M|$316,368|$566,347|

## 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|

| STEVEN PUCKETT|ADVISOR|$19,631|—|$19,631|

| PAYCHEX, INC.|RECORDKEEPER|$9,350|—|$9,350|

| TMI CPA, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STEVEN PUCKETT](https://planprovider.pro/provider/fiduciary-pension-partners) — ADVISOR

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [TMI CPA, PC](https://planprovider.pro/provider/tmi-cpa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,981

- **Estimated Expense Ratio:** 0.333% 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|$29,707|$19,631|$9,216|—|—|

| 2023|$22,077|$15,745|$5,472|—|—|

| 2022|$19,461|$14,261|$5,200|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ncheng-llp-certified-public-ac-401k-plan)

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