Plan Snapshot
- Plan Sponsor: Perkins Eastman Architects, Dpc
- Sponsor EIN: 133044005
- Sponsor Address: 115 5TH AVENUE, NEW YORK, NY, 10003
- Plan Type: 401(k)
- Total Participants: 820
- Total Assets: $163.4M
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 | 820 | $163.4M | $245,975 | $9.1M |
| 2023 | 855 | $148.2M | $50 | $9.6M |
| 2022 | 900 | $121.7M | $0 | $9.0M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | ADVISOR | $98,588 | — | $98,588 |
| LILLING | ACCOUNTANT/AUDITOR | $6,500 | — | $6,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — ADVISOR
- LILLING — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,088
- Estimated Expense Ratio: 0.064% 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 | $101,065 | $98,588 | $300 | $6,500 | — |
| 2023 | -$109,953 | $83,797 | $300 | $21,135 | — |
| 2022 | -$23,231 | — | — | — | — |