Plan Snapshot
- Plan Sponsor: Control Associates, INC.
- Sponsor EIN: 221629238
- Sponsor Address: 20 COMMERCE DRIVE, ALLENDALE, NJ, 074011600
- Plan Type: DC
- Total Participants: 151
- Total Assets: $43.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 151 | $43.0M | $1.6M | $0 |
| 2023 | 143 | $33.8M | $1.4M | $0 |
| 2022 | 106 | $31.1M | $986,369 | $0 |
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 |
|---|---|---|---|---|
| MICHAEL HALL, LLC | Auditor | — | — | $0 |
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 | $128,598 | $117,756 | — | — | — |
| 2023 | $148,287 | $148,287 | — | — | — |
| 2022 | $133,964 | $133,964 | — | — | — |