Plan Snapshot
- Plan Sponsor: Arora And Associates, P.C.
- Sponsor EIN: 222350558
- Sponsor Address: 1200 LENOX DRIVE, SUITE 200, LAWRENCEVILLE, NJ, 086482329
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $16,679
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $16,679 | $8,588 | $0 |
| 2023 | 74 | $153,519 | $1.8M | $0 |
| 2022 | 73 | $41,371 | $1.5M | $239,778 |
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 |
|---|---|---|---|---|
| ONEDIGITAL (PHILADELPHIA) | Investment Advisor | $5,089 | — | $5,089 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,089
- Estimated Expense Ratio: 30.511% 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 | $47,851 | — | — | — | — |
| 2023 | $1,702,956 | — | — | — | — |
| 2022 | $1,998,320 | — | — | — | — |