Plan Snapshot
- Plan Sponsor: Traub Lieberman Straus & Shrewsberry LLP
- Sponsor EIN: 223408933
- Sponsor Address: 7 SKYLINE DR, HAWTHORNE, NY, 105322156
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $39.7M
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 | 163 | $39.7M | $575,103 | $1.8M |
| 2023 | 149 | $34.5M | $1.1M | $1.7M |
| 2022 | 151 | $28.7M | $1.8M | $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 |
|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN, PL | 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 | $97,931 | — | $97,931 | — | — |
| 2023 | $87,421 | — | $87,421 | — | — |
| 2022 | $81,659 | — | $81,659 | — | — |