Plan Snapshot
- Plan Sponsor: Pelli Clarke & Partners
- Sponsor EIN: 061228461
- Sponsor Address: 1056 CHAPEL STREET, NEW HAVEN, CT, 06510
- Plan Type: DC
- Total Participants: 50
- Total Assets: $27.2M
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 | 50 | $27.2M | $245,318 | $0 |
| 2023 | 70 | $23.9M | $258,697 | $0 |
| 2022 | 66 | $22.4M | $253,979 | $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 |
|---|---|---|---|---|
| CITRON COOPERMAN & CO LLP | 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 | $95,589 | $95,589 | — | — | — |
| 2023 | $100,039 | $100,039 | — | — | — |
| 2022 | $102,498 | $102,498 | — | — | — |