Plan Snapshot
- Plan Sponsor: Easter Seals New Jersey, INC.
- Sponsor EIN: 221508591
- Sponsor Address: 241 FORSGATE DRIVE, JAMESBURG, NJ, 08831
- Plan Type: DC
- Total Participants: 1,876
- Total Assets: $24.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,876 | $24.1M | $870,997 | $2.5M |
| 2023 | 1,599 | $20.7M | $589,028 | $1.9M |
| 2022 | 1,412 | $18.5M | $492,499 | $1.5M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | RECORD KEEPER | $99,858 | — | $99,858 |
| THE BENEFIT PRACTICE | THIRD PARTY ADMIN | $62,495 | — | $62,495 |
| ALPHAGRAPHICS OF MOUNTAINSIDE | SERVICE PROVIDER | $19,200 | — | $19,200 |
| CLIFTONLARSONALLEN LLP | AUDITOR | $18,900 | — | $18,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — RECORD KEEPER
- CLIFTONLARSONALLEN LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $200,453
- Estimated Expense Ratio: 0.831% 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 | $200,453 | — | $181,553 | $18,900 | — |
| 2023 | $196,212 | — | $173,062 | $23,150 | — |
| 2022 | $198,835 | — | $198,835 | — | — |