Plan Snapshot
- Plan Sponsor: Homasote Company
- Sponsor EIN: 210388986
- Sponsor Address: 932 LOWER FERRY ROAD, WEST TRENTON, NJ, 08628
- Plan Type: DB
- Total Participants: 36
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 36 | $6.6M | $361,935 | $0 |
| 2023 | 39 | $7.0M | $323,572 | $0 |
| 2022 | 42 | $6.8M | $196,149 | $0 |
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 PC, CPAS | Auditor | $14,175 | — | $14,175 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,175
- Estimated Expense Ratio: 0.214% 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 | $221,850 | $56,815 | — | $14,175 | — |
| 2023 | $237,665 | $15,984 | — | $13,500 | — |
| 2022 | $195,880 | $42,657 | — | — | $28,815 |