Plan Snapshot
- Plan Sponsor: Weitz & Luxenberg, P.C.
- Sponsor EIN: 133607351
- Sponsor Address: 700 BROADWAY 3RD FLOOR, NEW YORK, NY, 100039536
- Plan Type: DC
- Total Participants: 379
- Total Assets: $40.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 379 | $40.8M | $1.1M | $2.5M |
| 2023 | 371 | $37.1M | $972,544 | $2.3M |
| 2022 | 344 | $31.5M | $345,228 | $1.9M |
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 |
|---|---|---|---|---|
| EQUITABLE LIFE INSURANCE COMPANY | RECORDKEEPER | $158,901 | $36,252 | $195,153 |
| WITHUMSMITH AND BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EQUITABLE LIFE INSURANCE COMPANY — RECORDKEEPER
- WITHUMSMITH AND BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $195,153
- Estimated Expense Ratio: 0.478% 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 | $133,716 | — | $133,716 | — | — |
| 2023 | $110,207 | — | $110,207 | — | — |
| 2022 | $101,963 | — | $101,963 | — | — |