Plan Snapshot
- Plan Sponsor: Windels Marx Lane & Mittendorf, LLP
- Sponsor EIN: 132773235
- Sponsor Address: 156 WEST 56TH STREET, NEW YORK, NY, 10019
- Plan Type: DC
- Total Participants: 124
- Total Assets: $42.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 124 | $42.8M | $1.3M | $0 |
| 2023 | 122 | $36.9M | $1.3M | $0 |
| 2022 | 109 | $30.6M | $401,823 | $914,977 |
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 |
|---|---|---|---|---|
| MATTHEWS, PANARIELLO P.C. | Auditor | — | — | $0 |
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 | $56,832 | — | — | — | — |
| 2023 | $48,174 | — | — | — | — |
| 2022 | $48,568 | — | — | — | $27,072 |