Plan Snapshot
- Plan Sponsor: Alfa Wassermann Professional Services, LLC
- Sponsor EIN: 432038203
- Sponsor Address: 4 HENDERSON DRIVE, WEST CALDWELL, NJ, 07706
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $29.5M
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 | 78 | $29.5M | $192,345 | $675,230 |
| 2023 | 93 | $25.5M | $199,581 | $694,159 |
| 2022 | 91 | $22.5M | $182,749 | $639,425 |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL LLP — 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 | $7,744 | — | — | — | — |
| 2023 | $7,407 | — | — | — | — |
| 2022 | $8,346 | — | — | — | $8,346 |