Plan Snapshot
- Plan Sponsor: Patterson Belknap Webb & Tyler LLP
- Sponsor EIN: 135622951
- Sponsor Address: 1133 AVENUE OF THE AMERICAS, NEW YORK, NY, 100366710
- Plan Type: DC
- Total Participants: 95
- Total Assets: $47.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 95 | $47.0M | $1.5M | $0 |
| 2023 | 95 | $45.7M | $1.5M | $0 |
| 2022 | 95 | $43.0M | $1.3M | $0 |
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 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 | $2,353 | — | — | — | — |
| 2023 | $2,436 | — | — | — | — |
| 2022 | $2,682 | — | — | — | — |