Plan Snapshot
- Plan Sponsor: Haztek, LLC
- Sponsor EIN: 223495303
- Sponsor Address: 143 MEDFORD-MT. HOLLY ROAD, MEDFORD, NJ, 08055
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 329 | $13.8M | $663,423 | $2.4M |
| 2023 | 297 | $11.4M | $610,278 | $1.9M |
| 2022 | 289 | $9.6M | $461,734 | $1.8M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $78,979 | — | $78,979 |
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | $48,985 | $32 | $49,017 |
| DANZIER & MARKHOFF LLP | CONTRACT ADMINISTRATOR | $18,330 | $5,623 | $23,953 |
| TAIT WELLER & BAKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TAIT WELLER & BAKER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,949
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 |
|---|---|---|---|---|---|
| 2025 | $57,413 | $15,883 | $32,000 | — | — |
| 2024 | $146,294 | $30,616 | $97,309 | — | — |
| 2023 | $118,389 | $25,809 | $77,356 | — | — |
| 2022 | $106,217 | $23,054 | $69,331 | — | $13,832 |