Plan Snapshot
- Plan Sponsor: W.J. Deutsch & Sons, Ltd. Dba Deutsch Family
- Sponsor EIN: 133539989
- Sponsor Address: 201 TRESSER BLVD, STE 500, STAMFORD, CT, 069013435
- Plan Type: 401(k)
- Total Participants: 388
- Total Assets: $87.4M
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 | 388 | $87.4M | $2.6M | $5.5M |
| 2023 | 372 | $73.1M | $2.5M | $5.3M |
| 2022 | 379 | $60.5M | $2.5M | $4.7M |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
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 | $170,574 | $47,489 | $123,085 | — | — |
| 2023 | $258,476 | $47,814 | $210,662 | — | — |
| 2022 | $181,817 | — | $181,817 | — | — |