Plan Snapshot
- Plan Sponsor: Leistritz Advanced Technologies Corp.
- Sponsor EIN: 593666147
- Sponsor Address: 165 CHESTNUT STREET #1, ALLENDALE, NJ, 07401
- Plan Type: DB
- Total Participants: 0
- Total Assets: $17.2M
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 | 0 | $17.2M | $628,527 | $0 |
| 2023 | 0 | $16.6M | $267,942 | $0 |
| 2022 | 0 | $16.2M | $316,001 | $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 |
|---|---|---|---|---|
| MORGAN STANLEY | NONE | $67,139 | — | $67,139 |
| THE ANGELL PENSION GROUP, INC. | NONE | $23,919 | — | $23,919 |
| RELIANCE TRUST COMPANY | NONE | $12,801 | — | $12,801 |
| PBMARES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — NONE
- RELIANCE TRUST COMPANY — NONE
- PBMARES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,859
- Estimated Expense Ratio: 0.603% 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 | $271,490 | $67,139 | — | — | — |
| 2023 | $274,479 | $64,326 | — | — | — |
| 2022 | $268,764 | $71,882 | — | — | $34,750 |