Plan Snapshot
- Plan Sponsor: As America, INC.
- Sponsor EIN: 260887443
- Sponsor Address: 865 CENTENNIAL AVENUE, PISCATAWAY, NJ, 08855
- Plan Type: 401(k)
- Total Participants: 1,765
- Total Assets: $171.8M
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 | 1,765 | $171.8M | $5.4M | $10.3M |
| 2023 | 1,651 | $154.4M | $5.2M | $10.3M |
| 2022 | 1,372 | $117.7M | $4.2M | $9.4M |
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 |
|---|---|---|---|---|
| HANCOCK WHITNEY BANK | ADVISOR | $90,000 | — | $90,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $38,711 | — | $38,711 |
| KRUGGEL, LAWTON & COMPANY LLC | ACCOUNTANT/AUDITOR | $23,000 | — | $23,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- KRUGGEL, LAWTON & COMPANY LLC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,711
- Estimated Expense Ratio: 0.088% 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 | $92,325 | $128,711 | — | $23,000 | — |
| 2023 | $123,206 | $119,172 | $1,500 | $11,000 | — |
| 2022 | $156,648 | $31,956 | — | — | — |