Plan Snapshot
- Plan Sponsor: A-V Services, Incorporated
- Sponsor EIN: 132556151
- Sponsor Address: 99 FAIRFIELD ROAD, FAIRFIELD, NJ, 07004
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $13.2M
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 | 292 | $13.2M | $0 | $1.3M |
| 2023 | 291 | $11.4M | $0 | $1.2M |
| 2022 | 287 | $8.6M | $0 | $915,082 |
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 |
|---|---|---|---|---|
| CULLARI CARRICO LLC | 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 | $30,814 | $29,139 | — | — | — |
| 2023 | $24,440 | $23,290 | — | — | — |
| 2022 | $17,133 | — | — | — | — |