Plan Snapshot
- Plan Sponsor: Naik Consulting Group, P.C.
- Sponsor EIN: 223536803
- Sponsor Address: 200 METROPLEX DRIVE, EDISON, NJ, 08817
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $18.4M
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 | 200 | $18.4M | $266,359 | $2.0M |
| 2023 | 183 | $15.9M | $663,431 | $2.0M |
| 2022 | 192 | $12.7M | $643,062 | $1.5M |
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 |
|---|---|---|---|---|
| PRICE KUBECKA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICE KUBECKA — 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 | $58,351 | — | $58,351 | — | — |
| 2023 | $52,062 | — | $52,062 | — | — |
| 2022 | $51,285 | — | $43,299 | — | $7,986 |