Plan Snapshot
- Plan Sponsor: Learning Ally, INC.
- Sponsor EIN: 131659345
- Sponsor Address: 20 ROSZEL ROAD, PRINCETON, NJ, 08540
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 89
- Total Assets: $11.4M
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 | $11.4M | $81,974 | $890,198 |
| 2023 | 100 | $10.8M | $189,535 | $1.1M |
| 2022 | 133 | $10.7M | $81,680 | $1.2M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $31,400 | — | $31,400 |
| EQUITY SERVICES INC | Investment Advisor | $27,453 | — | $27,453 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,853
- Estimated Expense Ratio: 0.514% 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 | $58,854 | $27,503 | — | — | — |
| 2023 | $58,515 | $25,935 | — | — | — |
| 2022 | $55,139 | — | — | — | — |