Plan Snapshot
- Plan Sponsor: Intest Corporation
- Sponsor EIN: 222370659
- Sponsor Address: 804 EAST GATE DR. SUITE 200, MT. LAUREL, NJ, 08054
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $42.7M
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 | 210 | $42.7M | $799,256 | $2.0M |
| 2023 | 244 | $41.9M | $527,534 | $1.5M |
| 2022 | 145 | $24.1M | $488,917 | $1.1M |
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 |
|---|---|---|---|---|
| MORISON COGEN, LLP | 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 | $146,911 | $107,125 | — | — | — |
| 2023 | $148,159 | $69,545 | — | — | — |
| 2022 | $164,308 | $147,183 | $17,125 | — | — |