Plan Snapshot
- Plan Sponsor: Parker Waichman LLP
- Sponsor EIN: 133692929
- Sponsor Address: 6 HARBOR PARK DR, PORT WASHINGTON, NY, 11050
- Plan Type: DC
- Total Participants: 73
- Total Assets: $13.0M
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 | 73 | $13.0M | $542,724 | $477,916 |
| 2023 | 63 | $11.2M | $410,311 | $634,758 |
| 2022 | 94 | $12.5M | $586,549 | $571,787 |
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 |
|---|---|---|---|---|
| LEHMAN FLYNN VOLLARO CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEHMAN FLYNN VOLLARO CPAS — 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 | $29,396 | $7,080 | $21,185 | — | — |
| 2023 | $40,763 | $7,594 | $26,825 | — | — |
| 2022 | $13,555 | — | $13,555 | — | — |