Plan Snapshot
- Plan Sponsor: Joseph M. Anderson Dba Smokin Joes
- Sponsor EIN: 161316822
- Sponsor Address: 2293 SAUNDERS SETTLEMENT ROAD, SANBORN, NY, 14132
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $5.4M
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 | 131 | $5.4M | $31,746 | $208,546 |
| 2023 | 123 | $4.6M | $33,454 | $209,396 |
| 2022 | 127 | $3.6M | $27,419 | $173,681 |
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 |
|---|---|---|---|---|
| THE ZLC GROUP, CPA'S, LLC | 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 | $529,484 | — | $21,375 | — | — |
| 2023 | $96,244 | — | $18,837 | — | — |
| 2022 | $23,401 | — | — | — | — |