Plan Snapshot
- Plan Sponsor: Prager Metis Cpas, LLC
- Sponsor EIN: 061667465
- Sponsor Address: 14 PENN PLAZA, SUITE 1800, NEW YORK, NY, 10122
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $35.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 176 | $35.0M | $961,987 | $1.9M |
| 2023 | 161 | $30.4M | $771,426 | $1.9M |
| 2022 | 174 | $29.0M | $979,116 | $2.0M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | Recordkeeper | $140,121 | — | $140,121 |
| LEAFHOUSE FINANCIAL ADVISORS | Other Service Provider | $30,778 | — | $30,778 |
| PERIGON WEALTH MANAGEMENT | Other Service Provider | $30,778 | — | $30,778 |
| DANZIGER & MARKHOFF LLP | Other Service Provider | $25,132 | — | $25,132 |
| CARON & BLETZER, PLLC | Auditor | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — Recordkeeper
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $242,809
- Estimated Expense Ratio: 0.695% 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 | $207,027 | — | — | — | — |
| 2023 | $194,241 | — | — | — | — |
| 2022 | $206,953 | $206,953 | — | — | — |