# W.J. Deutsch & Sons, Ltd. Dba Deutsch Family 401(k) Plan
Source: https://planprovider.pro/companies/w-j-deutsch-sons-ltd-dba-deutsch-family-401k-plan

> W.J. Deutsch & Sons, Ltd. Dba Deutsch Family's 401(k) plan: 388 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$123,085|—|$123,085|

| CERITY PARTNERS|INVESTMENT ADVISORY|$47,489|$11|$47,500|

| SIKICH CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $170,585

- **Estimated Expense Ratio:** 0.195% 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|$170,574|$47,489|$123,085|—|—|

| 2023|$258,476|$47,814|$210,662|—|—|

| 2022|$181,817|—|$181,817|—|—|

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