Plan Snapshot
- Plan Sponsor: Earle Operating Holding Company, INC.
- Sponsor EIN: 844086198
- Sponsor Address: PO BOX DRAWER 556, FARMINGDALE, NJ, 07727
- Plan Type: 401(k)
- Total Participants: 568
- Total Assets: $38.8M
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 | 568 | $38.8M | $1.1M | $3.5M |
| 2023 | 373 | $25.5M | $707,116 | $2.5M |
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 |
|---|---|---|---|---|
| SAFE MONEY SOLUTIONS, LLC | ADVISOR | $34,870 | — | $34,870 |
| NATIONWIDE | RECORDKEEPER | $29,801 | — | $29,801 |
| INTAC ACTUARIAL SERVICES, INC | TPA | $9,187 | $3,660 | $12,847 |
| BLATT & DAUMAN, LLP | Auditor | $12,000 | — | $12,000 |
| ABBEY E BLATT CPA PC | AUDITOR | $5,500 | — | $5,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,018
- Estimated Expense Ratio: 0.245% 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 | $62,963 | $3,667 | $40,202 | $12,000 | — |
| 2023 | $118,639 | $42,717 | $35,706 | $11,000 | — |