Plan Snapshot
- Plan Sponsor: Congoleum Acquisition LLC
- Sponsor EIN: 853288902
- Sponsor Address: 3500 QUAKERBRIDGE ROAD,, MERCERVILLE, NJ, 08619
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $39.0M
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 | 85 | $39.0M | $217,388 | $904,272 |
| 2023 | 82 | $37.8M | $214,360 | $939,617 |
| 2022 | 94 | $36.0M | $234,007 | $968,594 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $27,985 | $25,848 | — | — | — |
| 2023 | $30,088 | $25,345 | — | $2,835 | — |
| 2022 | $26,125 | — | — | — | $24,451 |