Plan Snapshot
- Plan Sponsor: Ballet Makers INC.
- Sponsor EIN: 221439348
- Sponsor Address: ONE CAMPUS ROAD, TOTOWA, NJ, 07512
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $12.6M
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 | 121 | $12.6M | $128,311 | $561,369 |
| 2023 | 104 | $11.9M | $117,006 | $517,792 |
| 2022 | 101 | $10.6M | $105,663 | $482,757 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN,LLP | Auditor | $7,350 | — | $7,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,350
- Estimated Expense Ratio: 0.058% 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 | $73,047 | $31,208 | — | $7,350 | — |
| 2023 | $71,631 | $27,383 | — | $14,700 | — |
| 2022 | $76,981 | — | — | — | — |