Plan Snapshot
- Plan Sponsor: The Webb Law Firm
- Sponsor EIN: 251216627
- Sponsor Address: ONE GATEWAY CENTER, PITTSBURGH, PA, 15222
- Plan Type: DC
- Total Participants: 131
- Total Assets: $51.8M
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 | 131 | $51.8M | $1.3M | $1.2M |
| 2023 | 134 | $45.8M | $1.2M | $1.1M |
| 2022 | 123 | $36.8M | $1.1M | $955,310 |
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 |
|---|---|---|---|---|
| ROBERT W BAIRD & CO INC | INVESTMENT ADVISOR | $77,809 | — | $77,809 |
| DUNBAR BENDER & ZAPF INC | CONTRACT ADMIN | $10,674 | — | $10,674 |
| H2R CPA | OTHER | $10,000 | — | $10,000 |
| HOROVITZ, RUDOY & ROTEMAN LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- H2R CPA — OTHER
- HOROVITZ, RUDOY & ROTEMAN LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,483
- Estimated Expense Ratio: 0.190% 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 | $91,720 | — | $91,720 | — | — |
| 2023 | $70,826 | — | $70,826 | — | — |
| 2022 | $70,336 | — | $70,336 | — | — |