Plan Snapshot
- Plan Sponsor: G & S Motor Equipment Co., INC.
- Sponsor EIN: 221864595
- Sponsor Address: 1800 HARRISON AVE, KEARNY, NJ, 07032
- Plan Type: DC
- Total Participants: 121
- Total Assets: $13.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 121 | $13.8M | $730,095 | $0 |
| 2023 | 129 | $12.3M | $710,515 | $0 |
| 2022 | 141 | $10.8M | $684,516 | $0 |
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 |
|---|---|---|---|---|
| IHT WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $45,620 | — | $45,620 |
| LILLING & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LILLING & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,620
- Estimated Expense Ratio: 0.331% 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 | $48,740 | $45,620 | — | — | — |
| 2023 | $42,163 | $39,225 | — | — | — |
| 2022 | $39,989 | — | $39,989 | — | — |