Plan Snapshot
- Plan Sponsor: District 1199j Training & Development Fund
- Sponsor EIN: 222858377
- Sponsor Address: 9-25 ALLING STREET, NEWARK, NJ, 07102
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,469
- Total Assets: $1.2M
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 | 3,469 | $1.2M | $633,695 | $0 |
| 2023 | 3,549 | $1.0M | $575,241 | $0 |
| 2022 | 3,979 | $629,086 | $539,096 | $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 |
|---|---|---|---|---|
| STEPHANIE HARRIS KUPIER | Other Service Provider | $182,372 | — | $182,372 |
| ALEXIS FRANCIS | Other Service Provider | $103,812 | — | $103,812 |
| MARK KUPIER | Other Service Provider | $63,955 | — | $63,955 |
| ADERONKE ADEYEMI | Other Service Provider | $43,123 | — | $43,123 |
| LUIS LEBRON | Other Service Provider | $41,200 | — | $41,200 |
| NOVAK FRANCELLA LLC | Auditor | $12,000 | — | $12,000 |
| PAYCHEX INC | Recordkeeper | $9,145 | — | $9,145 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
- PAYCHEX INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $455,607
- Estimated Expense Ratio: 38.354% 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 | $1,020,676 | — | — | $12,000 | — |
| 2023 | $984,086 | — | — | $12,000 | — |
| 2022 | $919,662 | — | — | — | $12,000 |