Plan Snapshot
- Plan Sponsor: William H. Sadlier, INC.
- Sponsor EIN: 135363840
- Sponsor Address: 25 BROADWAY, 14TH FLOOR, NEW YORK, NY, 10004
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $30.0M
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 | 135 | $30.0M | $303,526 | $1.1M |
| 2023 | 137 | $26.6M | $244,703 | $991,075 |
| 2022 | 137 | $27.0M | $247,471 | $1.1M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $63,170 | $32,370 | $3,900 | — | — |
| 2023 | $33,532 | $29,882 | $3,200 | — | — |
| 2022 | $30,589 | — | — | — | — |