Plan Snapshot
- Plan Sponsor: Hill Wallack LLP
- Sponsor EIN: 222118088
- Sponsor Address: 21 ROSZEL ROAD BOX 5226, PRINCETON, NJ, 085435226
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $23.9M
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 | 166 | $23.9M | $0 | $1.3M |
| 2023 | 174 | $23.6M | $0 | $1.3M |
| 2022 | 181 | $21.6M | $0 | $1.4M |
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 |
|---|---|---|---|---|
| MERCADIEN, P.C. | Auditor | — | — | $0 |
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 | $143,992 | $21,214 | — | — | — |
| 2023 | $127,159 | $14,783 | — | — | — |
| 2022 | $123,854 | $123,854 | — | — | — |