Plan Snapshot
- Plan Sponsor: Keystone Recovery Center
- Sponsor EIN: 810921074
- Sponsor Address: 482 NOTCH RD, WOODLAND PARK, NJ, 07424
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 89 | $1.1M | $0 | $233,882 |
| 2023 | 88 | $827,709 | $0 | $193,665 |
| 2022 | 127 | $592,872 | $0 | $188,204 |
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 |
|---|---|---|---|---|
| MARCHIONDA & FERRER P.A. | 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 | $6,127 | $4,429 | — | — | — |
| 2023 | $4,419 | — | — | — | — |
| 2022 | — | — | — | — | — |