Plan Snapshot
- Plan Sponsor: Pessin Katz Law, PA
- Sponsor EIN: 521598578
- Sponsor Address: 901 DULANEY VALLEY RD #500, TOWSON, MD, 212042661
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $21.2M
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 | 98 | $21.2M | $339,043 | $960,779 |
| 2023 | 84 | $19.5M | $286,557 | $912,709 |
| 2022 | 91 | $18.9M | $290,293 | $919,518 |
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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | $17,899 | — | $17,899 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,899
- Estimated Expense Ratio: 0.084% 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 | $83,830 | — | $65,931 | $17,899 | — |
| 2023 | $78,950 | — | $62,251 | $16,699 | — |
| 2022 | $78,560 | — | $63,336 | — | $15,224 |