Plan Snapshot
- Plan Sponsor: Jt Bd Of Ttees Of The Iuoe Marine Engineers Local 25 Marine Division M
- Sponsor EIN: 136112548
- Sponsor Address: 461 STATE ROUTE 33, MILLSTONE TOWNSHIP, NJ, 08535
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,103
- Total Assets: $4.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,103 | $4.4M | $5.2M | $0 |
| 2023 | 1,354 | $4.5M | $4.8M | $0 |
| 2022 | 1,549 | $5.3M | $5.0M | $0 |
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 |
|---|---|---|---|---|
| COHEN, WEISS AND SIMON LLP | Other Service Provider | $30,808 | — | $30,808 |
| WEAVER AND TIDWELL LLP | Auditor | $26,945 | — | $26,945 |
| MEGHAN BRODOWSKI | Other Service Provider | $14,056 | — | $14,056 |
| KRISTI FENNELL | Other Service Provider | $13,778 | — | $13,778 |
| SEGAL COMPANY | Other Service Provider | $13,772 | — | $13,772 |
| MARYANN GUARRACI | Other Service Provider | $6,954 | — | $6,954 |
| PO CHIU | Other Service Provider | $6,421 | — | $6,421 |
| ROBIN LANDINO | Other Service Provider | $5,425 | — | $5,425 |
| DIANE WEBER | Other Service Provider | $5,344 | — | $5,344 |
| INVESTMENT CONSULTING SERVICES, LLP | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,503
- Estimated Expense Ratio: 2.953% 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 | $209,583 | $5,000 | — | $26,945 | — |
| 2023 | $193,088 | $5,000 | — | $30,039 | — |
| 2022 | $178,029 | $295 | — | — | $48,811 |