Plan Snapshot
- Plan Sponsor: Exceptional Medical Transportation, INC.
- Sponsor EIN: 223702071
- Sponsor Address: 301 ALLIED PARKWAY, WEST BERLIN, NJ, 08091
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $58,397 | $164,750 |
| 2022 | 189 | $9.3M | $179,041 | $504,142 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Recordkeeper | $28,256 | $763 | $29,019 |
| WELLS FARGO CLEARING SERVICES, LLC | Investment Advisor | $24,644 | — | $24,644 |
| DELAWARE VALLEY RETIREMENT, INC. | Recordkeeper | $8,789 | — | $8,789 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
- WELLS FARGO CLEARING SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,452
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 |
|---|---|---|---|---|---|
| 2023 | $54,358 | — | — | — | — |
| 2022 | $63,500 | — | — | — | $63,500 |