Plan Snapshot
- Plan Sponsor: Essential Holding America, LLC
- Sponsor EIN: 923594273
- Sponsor Address: 100 OVERLOOK CENTER, PRINCETON, NJ, 08540
- Plan Type: 401(k)
- Total Participants: 901
- Total Assets: $432.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 901 | $432.7M | $10.4M | $12.0M |
| 2023 | 889 | $407.9M | $1.6M | $1.7M |
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 |
|---|---|---|---|---|
| CURCIO WEBB | NONE | $63,270 | — | $63,270 |
| M. LYNCH, PIERCE, FENNER AND SMITH | NONE | $57,445 | $5,569 | $63,014 |
| RSM US LLP | NONE | $34,746 | — | $34,746 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $161,030
- Estimated Expense Ratio: 0.037% 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 | $165,326 | — | — | $34,746 | — |
| 2023 | $2,650 | — | — | — | — |