Plan Snapshot
- Plan Sponsor: Fragomen, Del Rey, Bernsen & Loewy, LLP
- Sponsor EIN: 132726464
- Sponsor Address: 90 MATAWAN ROAD, MATAWAN, NJ, 07747
- Plan Type: 401(k)
- Total Participants: 2,519
- Total Assets: $345.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,519 | $345.4M | $3.7M | $22.4M |
| 2023 | 2,534 | $297.2M | $1.9M | $22.3M |
| 2022 | 3,527 | $237.6M | $4.4M | $21.8M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $34,650 | — | $34,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,650
- Estimated Expense Ratio: 0.010% 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 | $521,338 | $147,070 | — | $34,650 | — |
| 2023 | $331,213 | — | — | $31,500 | — |
| 2022 | $326,949 | $44,048 | $275,551 | — | $7,350 |