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: 118
- Total Assets: $31.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 118 | $31.2M | $989,892 | $1.2M |
| 2023 | 129 | $25.7M | $950,553 | $1.1M |
| 2022 | 227 | $19.9M | $819,850 | $861,610 |
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 | 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 | $306 | — | $306 | — | — |
| 2023 | $810 | — | — | — | — |
| 2022 | $896 | — | — | — | $896 |