# Rosenthal & Rosenthal INC. 401(k) Plan
Source: https://planprovider.pro/companies/rosenthal-rosenthal-inc-plan-002

> Rosenthal & Rosenthal INC.'s 401(k) plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rosenthal & Rosenthal INC.

- **Sponsor EIN:** 131238943

- **Sponsor Address:** 1370 BROADWAY, NEW YORK, NY, 100187399

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

- **Total Participants:** 208

- **Total Assets:** $57.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|208|$57.1M|$2.4M|$2.2M|

| 2023|209|$48.8M|$2.3M|$2.2M|

| 2022|206|$41.6M|$1.9M|$2.1M|

## 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|

| CBIZ CPAS P.C.|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|$12,158|—|$12,158|—|—|

| 2023|$10,414|—|$10,414|—|—|

| 2022|$9,953|—|$9,953|—|—|

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