Plan Snapshot
- Plan Sponsor: Bot Of The Guild - Consumer Reports Adjustable Retirement Fund
- Sponsor EIN: 463402474
- Sponsor Address: 830 BEAR TAVERN ROAD, WEST TRENTON, NJ, 086280230
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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 | $0 | $0 | $0 |
| 2023 | 0 | $93,504 | $1.2M | $0 |
| 2022 | 215 | $12.4M | $200,000 | $0 |
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 |
|---|---|---|---|---|
| I.E. SHAFFER & CO. | Other Service Provider | $7,500 | — | $7,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,500
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 | $48,449 | — | — | — | — |
| 2023 | $424,289 | $23,797 | $68,900 | $12,000 | — |
| 2022 | $284,322 | $23,265 | $65,000 | — | $151,249 |