Plan Snapshot
- Plan Sponsor: Englert, INC.
- Sponsor EIN: 221846809
- Sponsor Address: 1200 AMBOY AVENUE, PERTH AMBOY, NJ, 08862
- Plan Type: 401(k)
- Total Participants: 1,749
- Total Assets: $23.7M
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 | 1,749 | $23.7M | $1.0M | $2.9M |
| 2023 | 1,315 | $19.5M | $17 | $2.8M |
| 2022 | 1,405 | $16.5M | $731,061 | $3.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $26,766 | — | $26,766 |
| CAPITAL MANAGEMENT GROUP (CMG) | ADVISOR | $20,310 | — | $20,310 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $9,803 | — | $9,803 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,879
- Estimated Expense Ratio: 0.240% 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 | $56,879 | $9,803 | — | — | — |
| 2023 | $37,193 | $7,634 | — | — | — |
| 2022 | $48,126 | $4,694 | — | — | — |