# Schonfeld Strategic Advisors LLC DC Plan
Source: https://planprovider.pro/companies/schonfeld-strategic-advisors-llc-plan-001

> Schonfeld Strategic Advisors LLC's DC plan: 507 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SMOLIN LUPIN & CO. LLC](https://planprovider.pro/provider/smolin-lupin-and-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|—|—|—|—|

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