Plan Snapshot
- Plan Sponsor: Computer Data Source LLC
- Sponsor EIN: 842661735
- Sponsor Address: 275 INDUSTRIAL WAY WEST, EATONTOWN, NJ, 07724
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 74 | $7.0M | $326,409 | $435,318 |
| 2023 | 130 | $6.1M | $302,122 | $433,228 |
| 2022 | 87 | $4.8M | $310,190 | $349,360 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INS. & ANNUITY CO. | Other Service Provider | $5,058 | $1,055 | $6,113 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,113
- Estimated Expense Ratio: 0.088% 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 | $5,058 | — | $5,058 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |