Plan Snapshot
- Plan Sponsor: Equiliem, INC.
- Sponsor EIN: 223367209
- Sponsor Address: 25 KENNEDY BOULEVARD SUITE 200, EAST BRUNSWICK, NJ, 08816
- Plan Type: DC
- Total Participants: 3,248
- Total Assets: $17.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,248 | $17.2M | $204,240 | $2.3M |
| 2023 | 269 | $14.1M | $117,339 | $1.5M |
| 2022 | 2,629 | $11.4M | $126,473 | $1.4M |
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 |
|---|---|---|---|---|
| MMA SECURITIES LLC | BROKER/DEALER | — | $37,178 | $37,178 |
| VOYA RETIREMENT INSURANCE & ANNUITY | OTHER FEES | $7,761 | — | $7,761 |
| CITRIN COOPERMAN & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES LLC — BROKER/DEALER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,939
- Estimated Expense Ratio: 0.261% 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 | $8,561 | $573 | $6,900 | — | — |
| 2023 | $6,200 | — | $6,200 | — | — |
| 2022 | $4,550 | — | $4,550 | — | — |