# Numerix LLC 401(k) Plan
Source: https://planprovider.pro/companies/numerix-llc-401k-plan

> Numerix LLC's 401(k) plan: 154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Numerix LLC

- **Sponsor EIN:** 364066167

- **Sponsor Address:** 100 PARK AVE, NEW YORK, NY, 10017

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

- **Total Participants:** 154

- **Total Assets:** $22.5M

## 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|154|$22.5M|$0|$1.7M|

| 2023|166|$21.2M|$0|$1.7M|

| 2022|155|$18.0M|$0|$1.9M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$68,530|—|$68,530|

| LAPADULA CARLSON & CO. CPA'S|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LAPADULA CARLSON & CO. CPA'S](https://planprovider.pro/provider/lapadula-carlson-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,530

- **Estimated Expense Ratio:** 0.305% 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|$68,530|—|—|—|—|

| 2023|$64,159|—|—|—|—|

| 2022|$66,851|—|—|—|—|

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