Plan Snapshot
- Plan Sponsor: Aaa South Jersey, INC.
- Sponsor EIN: 210399840
- Sponsor Address: 700 LAUREL OAK ROAD, VOORHEES, NJ, 08043
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $11.8M
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 | 114 | $11.8M | $234,585 | $451,739 |
| 2023 | 112 | $10.8M | $209,803 | $402,842 |
| 2022 | 108 | $8.9M | $157,831 | $348,335 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $2,528 | — | $2,528 | — | — |
| 2023 | $2,637 | — | $2,637 | — | — |
| 2022 | $6,341 | — | $6,341 | — | — |