Plan Snapshot
- Plan Sponsor: Wilson, Elser, Moskowitz, Edelman & Dicker LLP
- Sponsor EIN: 132679447
- Sponsor Address: 150 EAST 42ND STREET, NEW YORK, NY, 100175639
- Plan Type: DC
- Total Participants: 314
- Total Assets: $57.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 314 | $57.9M | $3.7M | $0 |
| 2023 | 295 | $53.6M | $3.4M | $0 |
| 2022 | 282 | $49.4M | $3.2M | $0 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | CUSTODIAN | $228,732 | — | $228,732 |
| BROADRIDGE/MATRIX TRUST COMPANY | TRUSTEE | $51,515 | — | $51,515 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $48,100 | — | $48,100 |
| DOLAN MCENIRY CAPITAL MANAGEMENT | INVESTMENT ADVISORY | $46,201 | — | $46,201 |
| CONNORS | INVESTMENT ADVISORY | $25,308 | — | $25,308 |
| CITRIN COOPERMAN & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — CUSTODIAN
- BROADRIDGE/MATRIX TRUST COMPANY — TRUSTEE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $399,856
- Estimated Expense Ratio: 0.691% 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 | $399,857 | $345,149 | $48,100 | — | — |
| 2023 | $406,308 | $317,131 | $80,368 | — | — |
| 2022 | $403,791 | $327,968 | $64,544 | — | — |