Plan Snapshot
- Plan Sponsor: Van Ness Feldman, LLP
- Sponsor EIN: 521154904
- Sponsor Address: 2000 PENNSYLVANIA AVE. NW, WASHINGTON, DC, 20006
- Plan Type: DC
- Total Participants: 143
- Total Assets: $85.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 143 | $85.3M | $668,624 | $2.3M |
| 2023 | 133 | $82.1M | $564,305 | $2.2M |
| 2022 | 132 | $73.9M | $565,813 | $2.0M |
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 |
|---|---|---|---|---|
| ADEPTUS PARTNERS LLC | Auditor | $13,000 | — | $13,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,000
- Estimated Expense Ratio: 0.015% 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 | $15,434 | $989 | — | $13,000 | — |
| 2023 | $142,756 | — | — | $12,600 | — |
| 2022 | $86,711 | — | — | — | $18,060 |