Bot Of The Guild - Consumer Reports Adjustable Retirement Fund DB Plan

Form 5500 filing data for plan year 2023.

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
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20250$0$0$0
20240$0$0$0
2023215$12.4M$0$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
NOVAK FRANCELLA LLCAuditor$0

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $0

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
2025$48,449$7,500
2024$7,500
2023$284,322$23,265$65,000$151,249

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