# Wilson, Elser, Moskowitz, Edelman & Dicker LLP DC Plan
Source: https://planprovider.pro/companies/wilson-elser-moskowitz-edelman-dicker-llp-plan

> Wilson, Elser, Moskowitz, Edelman & Dicker LLP's DC plan: 314 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — CUSTODIAN

- [BROADRIDGE/MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — 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|—|—|

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