Plan Snapshot
- Plan Sponsor: Extensis Group, LLC
- Sponsor EIN: 861064991
- Sponsor Address: 900 ROUTE 9 N., 3RD FL, WOODBRIDGE, NJ, 07095
- Plan Type: 401(k)
- Total Participants: 11,488
- Total Assets: $682.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 11,488 | $682.1M | $25.9M | $72.2M |
| 2023 | 9,251 | $475.6M | $20.2M | $52.5M |
| 2022 | 6,895 | $301.1M | $13.5M | $40.5M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | $49,875 | — | $49,875 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,875
- Estimated Expense Ratio: 0.007% 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 | $1,441,951 | $95,000 | $114,159 | $49,875 | — |
| 2023 | $691,994 | $76,000 | — | — | — |
| 2022 | $487,465 | $76,000 | — | — | — |