Plan Snapshot
- Plan Sponsor: Ruskin Moscou Faltischek, P.C.
- Sponsor EIN: 112301137
- Sponsor Address: 1425 RXR PLAZA, UNIONDALE, NY, 115561425
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $53.9M
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 | 99 | $53.9M | $366,569 | $1.6M |
| 2023 | 105 | $46.0M | $385,786 | $1.5M |
| 2022 | 103 | $37.4M | $333,524 | $1.3M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN | Auditor | $16,800 | — | $16,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,800
- Estimated Expense Ratio: 0.031% 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 | $88,337 | $40,023 | — | $16,800 | — |
| 2023 | $83,826 | $37,035 | — | $15,000 | — |
| 2022 | $167,892 | $133,272 | $20,420 | — | $14,200 |