Plan Snapshot
- Plan Sponsor: E.I. Associates Group, INC.
- Sponsor EIN: 222854019
- Sponsor Address: 8 RIDGEDALE AVENUE, CEDAR KNOLLS, NJ, 07927
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 105 | $14.3M | $53,552 | $763,948 |
| 2023 | 132 | $13.2M | $57,362 | $700,614 |
| 2022 | 99 | $12.1M | $42,799 | $617,650 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $7,477 | — | $7,477 | — | — |
| 2023 | $6,490 | — | $6,490 | — | — |
| 2022 | $5,536 | — | — | — | $5,536 |