Plan Snapshot
- Plan Sponsor: Rudin Management Co., INC
- Sponsor EIN: 131247876
- Sponsor Address: 345 PARK AVENUE, NEW YORK, NY, 10154
- Plan Type: DB
- Total Participants: 134
- Total Assets: $124.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 134 | $124.4M | $0 | $0 |
| 2023 | 132 | $123.6M | $0 | $0 |
| 2022 | 125 | $111.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| WELLINGTON TRUST COMPANY | NONE | $334,660 | — | $334,660 |
| SEGAL | NONE | $261,000 | — | $261,000 |
| BANK OF NEW YORK | NONE | $211,519 | — | $211,519 |
| ROBERTS & HOLLAND LLP | NONE | $50,222 | — | $50,222 |
| PAYCOM SOFTWARE, INC. | NONE | $36,700 | — | $36,700 |
| FORVIS MAZARS, LLP | NONE | $25,500 | — | $25,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $919,601
- Estimated Expense Ratio: 0.739% 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 | $958,637 | $546,179 | $40,407 | $25,401 | — |
| 2023 | $1,002,732 | $1,002,732 | — | — | — |
| 2022 | $810,345 | $810,345 | — | — | — |