Plan Snapshot
- Plan Sponsor: Dwk Life Sciences LLC
- Sponsor EIN: 260164123
- Sponsor Address: 1501 NORTH 10TH STREET, MILLVILLE, NJ, 08332
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $37.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 339 | $37.6M | $1.3M | $1.4M |
| 2023 | 382 | $36.8M | $1.7M | $1.6M |
| 2022 | 431 | $32.2M | $1.7M | $1.6M |
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. | RECORD KEEPER | $39,434 | — | $39,434 |
| MORGAN STANLEY GLOBAL BANKING OPERA | INVESTMENT/FINANCIAL ADVI | $21,250 | — | $21,250 |
| MORGAN STANLEY SMITH BARNEY | INVESTMENT/FINANCIAL ADVI | $21,250 | — | $21,250 |
| SCHNEIDER DOWNS & COMPANY INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- MORGAN STANLEY GLOBAL BANKING OPERA — INVESTMENT/FINANCIAL ADVI
- MORGAN STANLEY SMITH BARNEY — INVESTMENT/FINANCIAL ADVI
- SCHNEIDER DOWNS & COMPANY INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,934
- Estimated Expense Ratio: 0.218% 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 | $81,934 | $42,500 | — | — | — |
| 2023 | $75,062 | $42,500 | — | — | — |
| 2022 | $66,498 | — | — | — | — |