Plan Snapshot
- Plan Sponsor: Proskauer Rose LLP
- Sponsor EIN: 131840454
- Sponsor Address: ELEVEN TIMES SQUARE, NEW YORK, NY, 100368299
- Plan Type: DC
- Total Participants: 891
- Total Assets: $394.1M
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 | 891 | $394.1M | $0 | $11.7M |
| 2023 | 942 | $356.1M | $1,067 | $11.4M |
| 2022 | 1,006 | $304.6M | $0 | $10.6M |
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 |
|---|---|---|---|---|
| CERITY PARTNERS LLC | NONE | $64,350 | — | $64,350 |
| MORGAN STANLEY SMITH BARNEY | NONE | $27,271 | — | $27,271 |
| ONEDIGITAL INVESTMENT ADVISORS | NONE | $14,728 | — | $14,728 |
| 46 PEAKS INVESTMENT | NONE | $10,847 | — | $10,847 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $9,945 | — | $9,945 |
| GOULD ASSET MANAGEMENT LLC | NONE | $8,032 | — | $8,032 |
| GEMMER ASSET MANAGEMENT LLC | NONE | $5,203 | — | $5,203 |
| EISNER AMPER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — NONE
- ONEDIGITAL INVESTMENT ADVISORS — NONE
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- EISNER AMPER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,376
- Estimated Expense Ratio: 0.036% 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 | $153,731 | $143,786 | — | — | — |
| 2023 | $115,871 | $115,202 | — | — | — |
| 2022 | $46,220 | $45,590 | — | — | — |