Plan Snapshot
- Plan Sponsor: Sanford Heisler Sharp, LLP
- Sponsor EIN: 200554201
- Sponsor Address: 17 STATE STREET, NEW YORK, NY, 10004
- Plan Type: DC
- Total Participants: 94
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 94 | $8.1M | -$50,516 | $545,450 |
| 2023 | 91 | $7.3M | $264,771 | $487,552 |
| 2022 | 74 | $5.9M | $245,104 | $460,665 |
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 |
|---|---|---|---|---|
| HELD KRANZLER MCCOSKER & PULICE LLP | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HELD KRANZLER MCCOSKER & PULICE LLP — Independent 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 | — | — | — | — | — |
| 2023 | $38,605 | $9,016 | $20,576 | — | — |
| 2022 | $29,108 | $7,572 | $19,920 | — | $1,616 |