Plan Snapshot
- Plan Sponsor: Bow & Arrow Manor, INC.
- Sponsor EIN: 221600357
- Sponsor Address: 111 PROSPECT AVE., WEST ORANGE, NJ, 07052
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $2.5M
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 | 67 | $2.5M | $0 | $86,746 |
| 2023 | 114 | $2.2M | $0 | $110,897 |
| 2022 | 118 | $2.1M | $0 | $122,853 |
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 |
|---|---|---|---|---|
| THE MEGLIO GROUP, PC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2024 | $1,650 | — | $1,650 | — | — |
| 2023 | $4,260 | — | $4,260 | — | — |
| 2022 | $2,905 | — | $2,905 | — | — |