Plan Snapshot
- Plan Sponsor: Ajs Shared Services, LLC
- Sponsor EIN: 463730756
- Sponsor Address: 3 MOUNTAINVIEW RD, WARREN, NJ, 07059
- Plan Type: 401(k)
- Total Participants: 304
- Total Assets: $44.1M
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 | 304 | $44.1M | $287,408 | $2.7M |
| 2023 | 286 | $40.6M | $280,169 | $2.4M |
| 2022 | 295 | $33.8M | $246,539 | $2.3M |
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 |
|---|---|---|---|---|
| BELFINT, LYONS & SHUMAN, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT, LYONS & SHUMAN, P.A. — 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 | $59,350 | $34,002 | — | — | — |
| 2023 | $43,883 | $35,390 | — | — | — |
| 2022 | $49,148 | — | — | — | — |