Plan Snapshot
- Plan Sponsor: Accu Reference Medical Lab LLC
- Sponsor EIN: 201236503
- Sponsor Address: 1901 LINDEN AVE, LINDEN, NJ, 07036
- Plan Type: 401(k)
- Total Participants: 867
- Total Assets: $6.8M
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 | 867 | $6.8M | $0 | $1.7M |
| 2023 | 783 | $5.0M | $0 | $1.6M |
| 2022 | 741 | $3.4M | $0 | $1.4M |
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 |
|---|---|---|---|---|
| LITVIN & ASSOCIATES INC | Auditor | $5,500 | — | $5,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,500
- Estimated Expense Ratio: 0.081% 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 | $122,503 | $22,173 | — | $5,500 | — |
| 2023 | $127,249 | $4,900 | — | — | — |
| 2022 | $107,325 | — | — | — | — |