Plan Snapshot
- Plan Sponsor: Proskauer Rose LLP
- Sponsor EIN: 131840454
- Sponsor Address: ELEVEN TIMES SQUARE, NEW YORK, NY, 100368299
- Plan Type: DC
- Total Participants: 540
- Total Assets: $176.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 540 | $176.8M | $0 | $9.5M |
| 2023 | 546 | $155.1M | $1,985 | $9.2M |
| 2022 | 555 | $135.0M | $0 | $8.4M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $9,836 | — | $9,836 |
| MORGAN STANLEY GLOBAL BANKING | NONE | $7,055 | — | $7,055 |
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- MORGAN STANLEY GLOBAL BANKING — NONE
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,891
- Estimated Expense Ratio: 0.010% 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 | $18,421 | $8,585 | — | — | — |
| 2023 | $15,657 | $15,181 | — | — | — |
| 2022 | $2,999 | $32 | — | — | $2,500 |