# Itpeu Annual Benefit Fund C/O Erisa Systems 401(k) Plan
Source: https://planprovider.pro/companies/itpeu-annual-benefit-fund-c-o-erisa-systems-112823324-501

> Itpeu Annual Benefit Fund C/O Erisa Systems's 401(k) plan: 2,401 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Itpeu Annual Benefit Fund C/O Erisa Systems

- **Sponsor EIN:** 112823324

- **Sponsor Address:** 67 WALNUT AVENUE, STE 105, CLARK, NJ, 070661640

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 2,401

- **Total Assets:** $18.5M

## 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|2,401|$18.5M|$15.6M|$0|

| 2023|2,230|$17.4M|$14.2M|$0|

| 2022|2,098|$13.5M|$12.0M|$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|

| M.S. ADMINISTRATORS, INC.|Other Service Provider|$836,642|—|$836,642|

| SPEAR WILDERMAN P.C.|ERISA Attorney|$63,915|—|$63,915|

| WEAVER & TIDWELL, L.L.P|Auditor|$47,128|—|$47,128|

| COMPLETE ACTUARIAL SOLUTIONS COMPAN|Other Service Provider|$44,000|—|$44,000|

| MSPC|Auditor|$18,000|—|$18,000|

| PENSION BENEFIT INFORMATION LLC|Other Service Provider|$15,416|—|$15,416|

| QUAN-VEST CONSULTANTS INC.|Other Service Provider|$7,992|—|$7,992|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEAVER & TIDWELL, L.L.P](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

- [MSPC](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,033,093

- **Estimated Expense Ratio:** 5.573% 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|$1,208,949|$7,992|$836,642|$48,768|—|

| 2023|$972,453|$7,992|$740,168|$61,311|—|

| 2022|$843,774|$7,992|$637,408|—|$144,520|

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