# Schultheis & Panettieri, LLP 401(k) Plan
Source: https://planprovider.pro/companies/schultheis-panettieri-llp-plan-003

> Schultheis & Panettieri, LLP's 401(k) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schultheis & Panettieri, LLP

- **Sponsor EIN:** 131577780

- **Sponsor Address:** 450 WIRELESS BOULEVARD, HAUPPAUGE, NY, 11788

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

- **Total Participants:** 173

- **Total Assets:** $66.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|173|$66.6M|$2.4M|$1.2M|

| 2023|193|$56.0M|$2.2M|$941,185|

| 2022|159|$44.7M|$1.9M|$771,398|

## 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|

| BERMAN HOPKINS CPA, PA, PC|Auditor|—|—|$0|

## 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|$181,495|—|$181,495|—|—|

| 2023|$145,982|—|$145,982|—|—|

| 2022|$135,753|—|$135,753|—|—|

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