Plan Snapshot
- Plan Sponsor: Englewood Lab INC.
- Sponsor EIN: 474857202
- Sponsor Address: 20 CAMPUS ROAD, TOTOWA, NJ, 07512
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $6.3M
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 | 159 | $6.3M | $295,695 | $703,996 |
| 2023 | 147 | $4.5M | $272,568 | $599,037 |
| 2022 | 128 | $3.3M | $278,698 | $591,252 |
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 |
|---|---|---|---|---|
| SNOWDEN CAPITAL ADVISORS | INVESTMENT/FINANCIAL ADVI | $13,200 | — | $13,200 |
| PNJK PARTNERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PNJK PARTNERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,200
- Estimated Expense Ratio: 0.211% 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 | $15,456 | $13,200 | — | — | — |
| 2023 | $11,420 | $9,735 | — | — | — |
| 2022 | $8,633 | — | — | — | — |