Plan Snapshot
- Plan Sponsor: Compunnel Software Group INC
- Sponsor EIN: 582137105
- Sponsor Address: 4390 ROUTE 1 NORTH, SUITE 302, PRINCETON, NJ, 08540
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,718
- Total Assets: $56.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 3,718 | $56.8M | $0 | $0 |
| 2024 | 2,340 | $44.9M | $0 | $8.8M |
| 2023 | 2,448 | $36.0M | $0 | $9.5M |
| 2022 | 3,399 | $26.7M | $0 | $10.3M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $189,634 | — | $189,634 |
| CADARET GRANT & CO INC | Investment Advisor | $24,003 | — | $24,003 |
| LPL FINANCIAL CORPORATION | Investment Advisor | $20,299 | — | $20,299 |
| MIKE AVERSANO CPA, PC | Other Service Provider | $9,750 | — | $9,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $243,686
- Estimated Expense Ratio: 0.429% 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 |
|---|---|---|---|---|---|
| 2025 | $7,325,319 | $44,302 | $300 | $9,750 | — |
| 2024 | $269,014 | $71,143 | — | — | — |
| 2023 | $420,637 | $46,437 | — | — | — |
| 2022 | $174,823 | — | — | — | — |