Plan Snapshot
- Plan Sponsor: Schonfeld Strategic Advisors LLC
- Sponsor EIN: 475082310
- Sponsor Address: 590 MADISON AVENUE, NEW YORK, NY, 10022
- Plan Type: DC
- Total Participants: 507
- Total Assets: $87.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 507 | $87.2M | $4.1M | $9.6M |
| 2023 | 512 | $71.1M | $4.8M | $9.9M |
| 2022 | 553 | $47.9M | $3.4M | $7.4M |
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 |
|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | ADVISOR | $31,345 | — | $31,345 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $29,029 | — | $29,029 |
| CETERA ADVISOR NETWORKS LLC | ADVISOR | $15,285 | — | $15,285 |
| SMOLIN LUPIN & CO. LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SMOLIN LUPIN & CO. LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,659
- Estimated Expense Ratio: 0.087% 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 | $77,409 | $48,108 | — | — | — |
| 2023 | $120,549 | — | — | — | — |
| 2022 | $127,545 | — | — | — | — |