# Pessin Katz Law, PA 401(k) Plan
Source: https://planprovider.pro/companies/pessin-katz-law-pa-401k-plan

> Pessin Katz Law, PA's 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/scandh-attest-services-pc) — 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|

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