Plan Snapshot
- Plan Sponsor: Wolfsdorf Rosenthal LLP
- Sponsor EIN: 464349579
- Sponsor Address: 1416 2ND STREET, SANTA MONICA, CA, 904012302
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 156 | $9.8M | $267,536 | $963,780 |
| 2023 | 132 | $7.6M | $143,033 | $784,215 |
| 2022 | 137 | $6.0M | $163,349 | $663,909 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $385,073 | — | $22,703 | — | — |
| 2023 | $440,894 | — | $17,093 | — | — |
| 2022 | $21,781 | — | — | — | — |