Plan Snapshot
- Plan Sponsor: Merry Heart Personnel Corp
- Sponsor EIN: 262181681
- Sponsor Address: 200 STATE ROUTE 10 W, SUCCASUNNA, NJ, 078761357
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $8.7M
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 | 149 | $8.7M | $122,346 | $526,898 |
| 2023 | 170 | $7.4M | $132,093 | $580,906 |
| 2022 | 180 | $6.6M | $113,845 | $492,469 |
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 |
|---|---|---|---|---|
| PRAEGER METIS CPAS, LLC | 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 | $39,452 | $20,182 | $18,410 | — | — |
| 2023 | $31,511 | $17,780 | $12,871 | — | — |
| 2022 | $31,996 | $17,156 | $14,840 | — | — |