Plan Snapshot
- Plan Sponsor: James Alexander Corporation
- Sponsor EIN: 222063771
- Sponsor Address: 845 ROUTE 94, BLAIRSTOWN, NJ, 07825
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $9.9M
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 | 117 | $9.9M | $70,046 | $355,790 |
| 2023 | 126 | $8.5M | $70,357 | $346,499 |
| 2022 | 138 | $7.1M | $0 | $347,045 |
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 |
|---|---|---|---|---|
| GREEN RIDGE WEALTH PLANNING | INVESTMENT MANAGER | $27,074 | — | $27,074 |
| THE VANGUARD GROUP, INC. | RECORDKEEPER | $6,605 | — | $6,605 |
| TROUT CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — RECORDKEEPER
- TROUT CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,679
- Estimated Expense Ratio: 0.340% 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 | $32,044 | $27,074 | $4,970 | — | — |
| 2023 | $26,745 | $22,394 | $4,351 | — | — |
| 2022 | $30,229 | — | $30,229 | — | — |