Plan Snapshot
- Plan Sponsor: J.F. Kiely Construction Co.
- Sponsor EIN: 210652682
- Sponsor Address: 1 RADAR WAY, TINTON FALLS, NJ, 07724
- Plan Type: 401(k)
- Total Participants: 32
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 32 | $14.7M | $549,991 | $83,962 |
| 2023 | 32 | $29.0M | $3.5M | $334,033 |
| 2022 | 273 | $28.4M | $4.7M | $611,383 |
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 |
|---|---|---|---|---|
| HOLMAN FRENIA ALLISON, PC | 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 | — | — | — | — | — |
| 2023 | $4,167 | — | — | — | — |
| 2022 | $7,348 | — | — | — | $7,348 |