Plan Snapshot
- Plan Sponsor: Garden State Custom Windows, LLC
- Sponsor EIN: 134223118
- Sponsor Address: 70 JACKSON DRIVE, CRANFORD, NJ, 07016
- Plan Type: 401(k)
- Total Participants: 1,591
- Total Assets: $28.8M
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 | 1,591 | $28.8M | $839,383 | $7.0M |
| 2023 | 1,049 | $21.3M | $583,943 | $5.9M |
| 2022 | 862 | $14.3M | $277,695 | $4.6M |
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 |
|---|---|---|---|---|
| BLATT & DAUMAN, LLP | Auditor | $18,500 | — | $18,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,500
- Estimated Expense Ratio: 0.064% 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 | $125,023 | $34,004 | — | $18,500 | — |
| 2023 | $79,601 | $23,372 | — | $6,000 | — |
| 2022 | $73,304 | $5,494 | — | — | — |