Plan Snapshot
- Plan Sponsor: Novogradac & Company LLP
- Sponsor EIN: 943108253
- Sponsor Address: P.O BOX 7833, SAN FRANCISCO, CA, 941207833
- Plan Type: 401(k)
- Total Participants: 772
- Total Assets: $136.5M
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 | 772 | $136.5M | $3.7M | $7.5M |
| 2023 | 740 | $112.4M | $3.4M | $7.2M |
| 2022 | 698 | $91.2M | $2.9M | $6.2M |
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 PC | Auditor | — | — | $0 |
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 | $229,177 | $215,947 | $13,230 | — | — |
| 2023 | $198,960 | $184,860 | $14,100 | — | — |
| 2022 | $160,024 | $148,144 | $11,880 | — | — |