Plan Snapshot
- Plan Sponsor: Erg Holding Company, LLC
- Sponsor EIN: 465178087
- Sponsor Address: 430 MOUNTAIN AVE, NEW PROVIDENCE, NJ, 07974
- Plan Type: 401(k)
- Total Participants: 668
- Total Assets: $20.0M
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 | 668 | $20.0M | $1.8M | $2.8M |
| 2023 | 631 | $16.1M | $1.4M | $2.5M |
| 2022 | 599 | $10.3M | $1.2M | $2.2M |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $112,889 | $44,098 | — | — | — |
| 2023 | $80,588 | $17,856 | — | — | — |
| 2022 | $49,081 | $2,419 | — | — | — |