Plan Snapshot
- Plan Sponsor: Hillside (New Jersey) LLC
- Sponsor EIN: 831368226
- Sponsor Address: 9000 LINCOLN ROAD EAST, MARLTON, NJ, 08053
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 413
- Total Assets: $5.1M
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 | 413 | $5.1M | $676,446 | $1.3M |
| 2023 | 308 | $3.0M | $471,785 | $973,881 |
| 2022 | 183 | $1.4M | $271,234 | $579,121 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSUR CO OF AMERICA | Recordkeeper | $43,550 | — | $43,550 |
| MASSACHUSETTS MUTUAL LIFE INS COMP | Investment Advisor | — | $16,414 | $16,414 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,964
- Estimated Expense Ratio: 1.165% 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 | $43,958 | — | — | — | — |
| 2023 | $25,510 | — | — | — | — |
| 2022 | $12,440 | — | — | — | $12,440 |