Plan Snapshot
- Plan Sponsor: J.F Kiely Service Co., LLC
- Sponsor EIN: 651191176
- Sponsor Address: 1 RADAR WAY, TINTON FALLS, NJ, 07724
- Plan Type: DC
- Total Participants: 206
- Total Assets: $24.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 206 | $24.5M | $1.3M | $375,289 |
| 2023 | 167 | $50.3M | $6.1M | $1.0M |
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 | $770 | — | $770 | — | — |
| 2023 | $8,912 | $8,912 | — | — | — |