Plan Snapshot
- Plan Sponsor: Chiesa Shahinian & Giantomasi PC
- Sponsor EIN: 222012591
- Sponsor Address: 105 EISENHOWER PARKWAY, ROSELAND, NJ, 07068
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $137.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 236 | $137.1M | $2.6M | $3.0M |
| 2023 | 225 | $113.7M | $3.3M | $2.7M |
| 2022 | 229 | $95.0M | $3.2M | $2.1M |
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 |
|---|---|---|---|---|
| NORTHEAST PROFESSIONAL PLANNING GRO | NONE | — | $60,255 | $60,255 |
| MORGAN STANLEY GLOBAL BANKING | NONE | $36,766 | — | $36,766 |
| FORVIS MAZARS LLP | NONE | $29,600 | — | $29,600 |
| VOYA RETIREMENT INSUR AND ANNUITY | NONE | $9,630 | — | $9,630 |
| MCDERMOTT WILL EMERGY LLP | NONE | $8,593 | — | $8,593 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL BANKING — NONE
- FORVIS MAZARS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,844
- Estimated Expense Ratio: 0.106% 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 | $84,864 | $45,359 | $9,905 | $29,600 | — |
| 2023 | $122,518 | $94,513 | — | $23,920 | — |
| 2022 | $131,707 | — | $130,927 | — | $780 |