# Smolin, Lupin & Co., P.A. 401(k) Plan
Source: https://planprovider.pro/companies/smolin-lupin-co-p-a-401k-plan

> Smolin, Lupin & Co., P.A.'s 401(k) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smolin, Lupin & Co., P.A.

- **Sponsor EIN:** 222258733

- **Sponsor Address:** 10 WATERVIEW BLVD, PARSIPPANY, NJ, 07054

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

- **Total Participants:** 140

- **Total Assets:** $33.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|140|$33.0M|$699,577|$1.5M|

| 2023|123|$30.9M|$579,067|$1.3M|

| 2022|102|$26.3M|$552,027|$1.1M|

## 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|

| CBIZ CPAS P.C.|Auditor|$13,000|—|$13,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,000

- **Estimated Expense Ratio:** 0.039% 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|$79,088|$40,626|—|$13,000|—|

| 2023|$75,105|—|$75,105|—|—|

| 2022|$77,230|—|$77,230|—|—|

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