Plan Snapshot
- Plan Sponsor: The Sam Bernstein Law Firm PLLC
- Sponsor EIN: 271466737
- Sponsor Address: 31440 NORTHWESTERN HWY STE 333, FARMINGTON HILLS, MI, 483342072
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $19.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 148 | $19.5M | $546,752 | $1.0M |
| 2023 | 132 | $15.3M | $456,125 | $910,369 |
| 2022 | 117 | $12.3M | $380,509 | $728,007 |
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 |
|---|---|---|---|---|
| PORVIN, BURNSTEIN & GARELIK, PLLC | 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 | $57,318 | $37,589 | $19,729 | — | — |
| 2023 | $49,029 | $556 | $1,213 | — | — |
| 2022 | $44,148 | $31,231 | $12,917 | — | — |