# Sax LLP 401(k) Plan
Source: https://planprovider.pro/companies/sax-llp-401k-plan

> Sax LLP's 401(k) plan: 358 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sax LLP

- **Sponsor EIN:** 812950760

- **Sponsor Address:** 389 INTERPACE PARKWAY, FLOOR 3, PARSIPPANY, NJ, 070541132

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

- **Total Participants:** 358

- **Total Assets:** $77.4M

## 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|358|$77.4M|$2.2M|$4.2M|

| 2023|317|$66.0M|$2.0M|$3.5M|

| 2022|305|$55.4M|$1.5M|$2.5M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$51,833|—|$51,833|

| INSERO & CO CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [INSERO & CO CPAS, LLP](https://planprovider.pro/provider/insero-and-co-cpas-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $51,833

- **Estimated Expense Ratio:** 0.067% 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|$51,834|—|$51,834|—|—|

| 2023|$42,541|—|$42,541|—|—|

| 2022|$38,361|—|$38,361|—|—|

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