Plan Snapshot
- Plan Sponsor: Lollytogs, Ltd.
- Sponsor EIN: 135678522
- Sponsor Address: 101 CRAWFORDS CORNER ROAD, HOLMDEL, NJ, 07733
- Plan Type: 401(k)
- Total Participants: 320
- Total Assets: $31.5M
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 | 320 | $31.5M | $421,054 | $2.3M |
| 2023 | 308 | $27.3M | $458,569 | $2.5M |
| 2022 | 241 | $23.1M | $418,334 | $2.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $121,180 | — | $121,180 | — | — |
| 2023 | $103,480 | — | $103,480 | — | — |
| 2022 | $89,796 | — | $89,796 | — | — |