Plan Snapshot
- Plan Sponsor: Ferrilli
- Sponsor EIN: 201286946
- Sponsor Address: 4 KINGS HIGHWAY EAST, HADDONFIELD, NJ, 08033
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $16.3M
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 | 225 | $16.3M | $767,178 | $1.6M |
| 2023 | 209 | $11.3M | $687,604 | $1.4M |
| 2022 | 188 | $7.6M | $583,315 | $1.1M |
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 |
|---|---|---|---|---|
| WIPFLI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — 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 | $8,263 | $2,729 | $5,534 | — | — |
| 2023 | $5,516 | $1,754 | $3,762 | — | — |
| 2022 | $4,059 | $1,436 | $2,623 | — | — |