Plan Snapshot
- Plan Sponsor: Actega North America
- Sponsor EIN: 331123155
- Sponsor Address: 1450 TAYLORS LANE, CINNAMINSON, NJ, 08077
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $40.2M
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 | 244 | $40.2M | $983,371 | $1.9M |
| 2023 | 226 | $35.8M | $879,785 | $1.8M |
| 2022 | 241 | $31.3M | $877,124 | $1.7M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $37,882 | — | $37,882 |
| CAP FINANCIAL PARTNERS LLC | Investment Advisor | $8,673 | — | $8,673 |
| MCCANNON, ROGERS, DRISCOLL & ASSOCI | Auditor | $8,273 | — | $8,273 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,828
- Estimated Expense Ratio: 0.136% 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 | $54,828 | $8,673 | — | $8,273 | — |
| 2023 | $42,355 | $2,901 | — | — | — |
| 2022 | $57,936 | $17,278 | — | — | — |