Plan Snapshot
- Plan Sponsor: Alan Baird Industries, INC.
- Sponsor EIN: 223000811
- Sponsor Address: 1 HOLLYWOOD AVENUE, HO HO KUS, NJ, 07423
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $9.8M
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 | 175 | $9.8M | $340,709 | $595,141 |
| 2023 | 164 | $8.7M | $317,631 | $582,430 |
| 2022 | 139 | $6.5M | $290,030 | $537,387 |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — 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 | $44,529 | $32,000 | $12,529 | — | — |
| 2023 | $36,499 | $25,431 | $11,068 | — | — |
| 2022 | $33,863 | $22,901 | $10,962 | — | — |