Plan Snapshot
- Plan Sponsor: Withumsmith+Brown PC
- Sponsor EIN: 222027092
- Sponsor Address: 506 CARNEGIE CENTER, PRINCETON, NJ, 085406243
- Plan Type: 401(k)
- Total Participants: 1,995
- Total Assets: $326.1M
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 | 1,995 | $326.1M | $3.9M | $24.9M |
| 2023 | 2,133 | $256.9M | $3.9M | $23.0M |
| 2022 | 1,843 | $188.1M | $2.6M | $17.9M |
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 |
|---|---|---|---|---|
| LANDMARK, PLC CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANDMARK, PLC CPAS — 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 | $581,888 | $111,311 | — | — | — |
| 2023 | $368,485 | $88,621 | $300 | — | — |
| 2022 | $435,635 | $8,488 | — | — | — |