Plan Snapshot
- Plan Sponsor: Bressler, Amery & Ross P.C.
- Sponsor EIN: 223319987
- Sponsor Address: 325 COLUMBIA TURNPIKE, FLORHAM PARK, NJ, 07932
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $77.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 201 | $77.1M | $1.1M | $2.5M |
| 2023 | 217 | $75.0M | $1.2M | $2.8M |
| 2022 | 237 | $69.1M | $0 | $3.0M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN, LLP — Auditor
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 | $211,280 | — | — | — | — |
| 2023 | $330,987 | $97,808 | — | — | — |
| 2022 | $184,533 | — | — | — | — |