Plan Snapshot
- Plan Sponsor: M & J Engineering, D.P.C.
- Sponsor EIN: 300284495
- Sponsor Address: 2003 JERICHO TURNPIKE, NEW HYDE PARK, NY, 110404739
- Plan Type: 401(k)
- Total Participants: 303
- Total Assets: $20.2M
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 | 303 | $20.2M | $908,093 | $2.2M |
| 2023 | 225 | $17.2M | $798,387 | $2.0M |
| 2022 | 243 | $12.5M | $801,716 | $1.7M |
| 2021 | 296 | $11.9M | $0 | $0 |
| 2020 | 287 | $8.6M | $0 | $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 |
|---|---|---|---|---|
| LILLING & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LILLING & COMPANY LLP — 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 | $45,492 | $32,920 | $10,409 | — | — |
| 2023 | $32,417 | $24,679 | $7,738 | — | — |
| 2022 | $26,549 | — | $26,549 | — | — |
| 2021 | — | — | — | — | — |
| 2020 | — | — | — | — | — |