Plan Snapshot
- Plan Sponsor: Annin & Co
- Sponsor EIN: 221614662
- Sponsor Address: 430 MOUNTAIN AVENUE, NEW PROVIDENCE, NJ, 079741640
- Plan Type: 401(k)
- Total Participants: 332
- Total Assets: $19.2M
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 | 332 | $19.2M | $269,791 | $637,713 |
| 2023 | 338 | $18.8M | $260,864 | $613,259 |
| 2022 | 341 | $17.5M | $256,682 | $628,745 |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS,INC. | RECORD KEEPER | $9,100 | — | $9,100 |
| JVA ACCOUNTANTS & ADVISORS, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,100
- Estimated Expense Ratio: 0.047% 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 | $9,750 | — | — | — | — |
| 2023 | $8,345 | — | — | — | — |
| 2022 | $7,820 | — | — | — | — |