Plan Snapshot
- Plan Sponsor: Hoagland, Longo, Moran, Dunst & Doukas, LLP
- Sponsor EIN: 222135615
- Sponsor Address: 40 PATERSON STREET, NEW BRUNSWICK, NJ, 089031205
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $45.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 117 | $45.6M | $907,429 | $1.3M |
| 2023 | 122 | $40.7M | $940,820 | $1.3M |
| 2022 | 119 | $35.8M | $942,021 | $1.2M |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN PC — 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 | $35,801 | $6,217 | $23,367 | — | — |
| 2023 | $6,713 | — | $6,713 | — | — |
| 2022 | $6,119 | — | $6,119 | — | — |