# Rosenberg & Estis PC 401(k) Plan
Source: https://planprovider.pro/companies/rosenberg-estis-p-c-401k-plan

> Rosenberg & Estis PC's 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rosenberg & Estis PC

- **Sponsor EIN:** 132861714

- **Sponsor Address:** 733 THIRD AVENUE 14TH FLOOR, NEW YORK, NY, 10017

- **Plan Type:** 401(k)

- **Total Participants:** 178

- **Total Assets:** $37.9M

## 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|178|$37.9M|$300,000|$2.1M|

| 2023|181|$34.6M|$0|$2.0M|

| 2022|169|$29.7M|$0|$1.7M|

## 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|

| ANCHIN, BLOCK & ANCHIN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ANCHIN, BLOCK & ANCHIN LLP](https://planprovider.pro/provider/anchin-block-and-anchin-llp) — Auditor

## 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|$90,007|$45,000|$45,007|—|—|

| 2023|$80,175|$45,000|$35,175|—|—|

| 2022|$75,705|$40,009|$35,696|—|—|

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