# Whiteman Osterman & Hanna LLP 401(k) Plan
Source: https://planprovider.pro/companies/whiteman-osterman-hanna-llp-401k-plan

> Whiteman Osterman & Hanna LLP's 401(k) plan: 161 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whiteman Osterman & Hanna LLP

- **Sponsor EIN:** 141564599

- **Sponsor Address:** ONE COMMERCE PLAZA, ALBANY, NY, 12260

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

- **Total Participants:** 161

- **Total Assets:** $104.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|161|$104.8M|$2.3M|$1.5M|

| 2023|158|$94.1M|$2.2M|$1.5M|

| 2022|154|$77.1M|$2.0M|$1.4M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$44,730|—|$44,730|

| GLOBAL RETIREMENT PARTNERS LLC|NONE|$9,900|—|$9,900|

| BST & CO. CPS LLP|Auditor|$2,178|—|$2,178|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — NONE

- [BST & CO. CPS LLP](https://planprovider.pro/provider/bst-and-co-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,808

- **Estimated Expense Ratio:** 0.054% 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|$56,808|$13,709|—|$2,178|—|

| 2023|$80,983|$21,316|—|$3,750|—|

| 2022|$110,672|$14,775|—|—|$23,975|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/whiteman-osterman-hanna-llp-401k-plan)

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