Plan Snapshot
- Plan Sponsor: Aromatic Technologies, D/B/A Agilex
- Sponsor EIN: 364289343
- Sponsor Address: 140 CENTENNIAL AVE, PISCATAWAY, NJ, 08854
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $16.5M
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 | 154 | $16.5M | $528,895 | $984,310 |
| 2023 | 155 | $14.9M | $529,044 | $919,987 |
| 2022 | 137 | $12.9M | $507,219 | $897,978 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $56,522 | — | $56,522 |
| NFP RETIREMENT INC | Investment Advisor | — | $39,976 | $39,976 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,498
- Estimated Expense Ratio: 0.584% 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 | $57,006 | $570 | $56,186 | — | — |
| 2023 | $47,976 | $441 | $47,135 | — | — |
| 2022 | $47,121 | — | — | — | — |