Plan Snapshot
- Plan Sponsor: Prince Lobel Tye LLP
- Sponsor EIN: 042986019
- Sponsor Address: ONE INTERNATIONAL PLACE, SUITE 3700, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $33.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 148 | $33.1M | $58,937 | $1.5M |
| 2023 | 129 | $25.6M | $61,235 | $1.5M |
| 2022 | 126 | $21.3M | $55,942 | $1.5M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, 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 | $199 | — | — | — | — |
| 2023 | $1,606 | — | — | — | — |
| 2022 | $2,597 | — | — | — | — |