Plan Snapshot
- Plan Sponsor: Giordano, Halleran & Ciesla, P.C.
- Sponsor EIN: 222341750
- Sponsor Address: 125 HALF MILE ROAD, RED BANK, NJ, 07701
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $70.1M
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 | 131 | $70.1M | $710,164 | $1.7M |
| 2023 | 119 | $61.9M | $742,030 | $1.5M |
| 2022 | 123 | $50.1M | $596,479 | $1.5M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $10,264 | $9,676 | — | — | — |
| 2023 | $6,161 | $5,330 | — | — | — |
| 2022 | $1,001 | $95 | — | — | — |