Plan Snapshot
- Plan Sponsor: Kubik Maltbie, INC.
- Sponsor EIN: 205934094
- Sponsor Address: 7000 COMMERCE PARKWAY,, MOUNT LAUREL, NJ, 08054
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $15.6M
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 | 103 | $15.6M | $540,382 | $556,600 |
| 2023 | 130 | $14.0M | $426,510 | $483,641 |
| 2022 | 90 | $12.4M | $348,900 | $467,340 |
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 |
|---|---|---|---|---|
| STEPHANO SLACK LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEPHANO SLACK LLC — Auditor
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 | $68,866 | $35,186 | $33,680 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |