Plan Snapshot
- Plan Sponsor: Fiddlers Elbow Golf & Country Club, INC.
- Sponsor EIN: 221768363
- Sponsor Address: 811 RATTLESNAKE BRIDGE RD, BEDMINSTER, NJ, 07921
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 241 | $6.6M | $152,839 | $459,727 |
| 2023 | 229 | $5.5M | $141,228 | $408,379 |
| 2022 | 232 | $4.4M | $116,127 | $364,018 |
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 |
|---|---|---|---|---|
| WITHUM SMITH & BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH & BROWN PC — 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 | $4,784 | $2,634 | $2,050 | — | — |
| 2023 | $3,544 | $2,094 | $800 | — | — |
| 2022 | $2,425 | — | — | — | — |