Plan Snapshot
- Plan Sponsor: The Segal Group, INC.
- Sponsor EIN: 060839113
- Sponsor Address: 66 HUDSON BLVD., E., 20TH FLOOR, NEW YORK, NY, 10001
- Plan Type: DB
- Total Participants: 990
- Total Assets: $471.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 990 | $471.3M | $9.5M | $0 |
| 2023 | 966 | $445.2M | $9.0M | $0 |
| 2022 | 873 | $406.1M | $8.5M | $0 |
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 |
|---|---|---|---|---|
| COHN REZNICK LLP | Auditor | $26,250 | — | $26,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,250
- Estimated Expense Ratio: 0.006% 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 | $626,467 | — | — | $26,250 | — |
| 2023 | $1,087,416 | $243,973 | — | $25,200 | — |
| 2022 | $1,714,822 | $260,012 | — | — | $22,440 |