Plan Snapshot
- Plan Sponsor: Robert Walters Associates, INC.
- Sponsor EIN: 710827749
- Sponsor Address: 7 TIMES SQUARE, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $8.6M
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 | 113 | $8.6M | $427,399 | $681,442 |
| 2023 | 144 | $7.5M | $464,338 | $857,107 |
| 2022 | 201 | $5.6M | $334,779 | $842,921 |
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 |
|---|---|---|---|---|
| DINOWITZ & BOVE, CPA, PC | 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 | $25,797 | $19,212 | $6,585 | — | — |
| 2023 | $23,210 | $15,635 | $7,575 | — | — |
| 2022 | $19,513 | $13,783 | $5,730 | — | — |