Plan Snapshot
- Plan Sponsor: Pasternack Tilker Ziegler Walsh Stanton & Romano LLP
- Sponsor EIN: 272901122
- Sponsor Address: 180 LIVINGSTON STREET, BROOKLYN, NY, 11201
- Plan Type: DC
- Total Participants: 95
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 95 | $12.7M | $397,666 | $508,330 |
| 2023 | 90 | $10.7M | $360,531 | $351,260 |
| 2022 | 83 | $16.6M | $352,657 | $330,307 |
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 CPA'S P.C. | 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 | $28,122 | $28,080 | — | — | — |
| 2023 | $96,024 | $74,209 | $18,315 | — | — |
| 2022 | $152,429 | $152,429 | — | — | — |