Plan Snapshot
- Plan Sponsor: Madison Commercial Real Estate Services, LLC
- Sponsor EIN: 208177878
- Sponsor Address: 1125 OCEAN AVENUE, LAKEWOOD, NJ, 087014577
- Plan Type: 401(k)
- Total Participants: 570
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 570 | $7.8M | $0 | $975,436 |
| 2023 | 594 | $6.6M | $0 | $822,000 |
| 2022 | 610 | $5.4M | $0 | $851,191 |
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 |
|---|---|---|---|---|
| COHNREZNICK | 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 | $40,816 | $33,642 | — | — | — |
| 2023 | $31,866 | $30,763 | — | — | — |
| 2022 | $28,663 | — | — | — | $28,663 |