# Foulke Management Corporation 401(k) Plan
Source: https://planprovider.pro/companies/foulke-management-corporation-401k-plan

> Foulke Management Corporation's 401(k) plan: 360 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — 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|—|—|

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