# Englert, INC. 401(k) Plan
Source: https://planprovider.pro/companies/englert-inc-401k-plan

> Englert, INC.'s 401(k) plan: 1,749 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|—|

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