Plan Snapshot
- Plan Sponsor: Exzac, INC.
- Sponsor EIN: 263374864
- Sponsor Address: 3 SECOND ST. SUITE 802, JERSEY CITY, NJ, 073023726
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $14.5M
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. |
|---|---|---|---|---|
| 2024 | 139 | $14.5M | $664,943 | $1.3M |
| 2023 | 147 | $12.3M | $617,504 | $1.2M |
| 2022 | 126 | $9.1M | $518,301 | $1.0M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS, INC | NONE | $11,954 | — | $11,954 |
| BDG-CPAS | Auditor | $11,954 | — | $11,954 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDG-CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,908
- Estimated Expense Ratio: 0.165% 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 | $11,954 | — | — | $11,954 | — |
| 2023 | $4,093 | — | — | — | — |
| 2022 | $3,788 | — | — | — | — |