# W. P. Carey Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/w-p-carey-management-llc-plan-002

> W. P. Carey Management LLC's 401(k) plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** W. P. Carey Management LLC

- **Sponsor EIN:** 883542403

- **Sponsor Address:** 395 9TH AVENUE, 58TH FLOOR, NEW YORK, NY, 10011

- **Plan Type:** 401(k)

- **Total Participants:** 146

- **Total Assets:** $108.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|146|$108.9M|$2.9M|$2.1M|

## 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|

| NPPG INVESTMENTS SERVICES, LLC|INVESTMENT/FINANCIAL ADVI|$111,359|—|$111,359|

| ADP, INC|RECORD KEEPER|$20,837|$1,810|$22,647|

| PENSIONMARK FINANCIAL GROUP, LLC|INVESTMENT/FINANCIAL ADVI|$19,564|—|$19,564|

| BAKER TILLY US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $153,570

- **Estimated Expense Ratio:** 0.141% 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|$155,838|—|—|—|—|

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