# Steinberg Hart 401(k) Plan
Source: https://planprovider.pro/companies/steinberg-hart-401k-plan

> Steinberg Hart's 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Steinberg Hart

- **Sponsor EIN:** 941686108

- **Sponsor Address:** 818 WEST 7TH STREET, LOS ANGELES, CA, 90017

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

- **Total Participants:** 103

- **Total Assets:** $35.5M

## 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|103|$35.5M|$1.3M|$1.4M|

| 2023|118|$30.7M|$1.0M|$1.5M|

| 2022|141|$26.4M|$783,477|$1.6M|

## 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|$84,406|—|$84,406|

| UBS FINANCIAL SERVICES, INC.|INVESTMENT ADVISORY|—|$27,500|$27,500|

| NATIONAL BENEFIT SERVICES, LLC|CONTRACT ADMINISTRATOR|$3,150|$14,568|$17,718|

| LUCAS, HORSFALL, MURPHY & PINDROTH|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [LUCAS, HORSFALL, MURPHY & PINDROTH](https://planprovider.pro/provider/lucas-horsfall-murphy-and-pindroh-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $129,624

- **Estimated Expense Ratio:** 0.365% 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|$86,557|—|$86,557|—|—|

| 2023|$75,256|—|$75,256|—|—|

| 2022|$68,635|—|$68,635|—|—|

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