Plan Snapshot
- Plan Sponsor: Foulke Management Corporation
- Sponsor EIN: 222787819
- Sponsor Address: 620 N BLACK HORSE PIKE, MT EPHRAIM, NJ, 08059
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $21.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 360 | $21.5M | $306,504 | $1.9M |
| 2023 | 472 | $20.8M | $341,067 | $2.1M |
| 2022 | 475 | $17.0M | $364,786 | $2.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $47,265 | — | $47,265 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $41,494 | — | $41,494 |
| BELFINT LYONS SHUMAN | Auditor | $20,244 | — | $20,244 |
| WITHUMSMITH+BROWN, PC | AUDITOR | $10,244 | — | $10,244 |
| BELFINT, LYONS & SHUMAN, P.A. | AUDITOR | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT LYONS SHUMAN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,247
- Estimated Expense Ratio: 0.602% 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 | $111,293 | $43,784 | — | $20,244 | — |
| 2023 | $74,644 | $37,520 | — | $6,240 | — |
| 2022 | $29,415 | — | $29,415 | — | — |