Plan Snapshot
- Plan Sponsor: A & M (2015) LLC
- Sponsor EIN: 800922050
- Sponsor Address: 5901 WEST SIDE AVENUE, SUITE 500, NORTH BERGEN, NJ, 07047
- Plan Type: 401(k)
- Total Participants: 786
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 786 | $11.4M | $0 | $388,399 |
| 2023 | 581 | $11.0M | $293 | $446,090 |
| 2022 | 864 | $10.0M | $2,962 | $357,752 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | $12,644 | — | $12,644 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,644
- Estimated Expense Ratio: 0.111% 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 | $129,027 | $40,022 | — | $12,644 | — |
| 2023 | $128,284 | $30,501 | — | $19,200 | — |
| 2022 | $95,398 | $28,599 | — | — | $66,799 |