Plan Snapshot
- Plan Sponsor: Alden Leeds, INC.
- Sponsor EIN: 221683651
- Sponsor Address: 55 JACOBUS AVE., KEARNY, NJ, 07032
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 141 | $10.1M | $586,465 | $101,660 |
| 2023 | 206 | $14.4M | $314,980 | $116,979 |
| 2022 | 134 | $13.0M | $228,694 | $144,347 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | $39,800 | — | $39,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,800
- Estimated Expense Ratio: 0.393% 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 | $106,886 | $26,934 | — | $39,800 | — |
| 2023 | $78,710 | $32,031 | $46,679 | — | — |
| 2022 | $149,535 | — | — | — | $149,535 |