Plan Snapshot
- Plan Sponsor: Nisivoccia LLP
- Sponsor EIN: 221914888
- Sponsor Address: 200 VALLEY ROAD, MT. ARLINGTON, NJ, 07856
- Plan Type: DC
- Total Participants: 142
- Total Assets: $35.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 142 | $35.1M | $773,551 | $1.5M |
| 2023 | 137 | $29.4M | $722,052 | $1.5M |
| 2022 | 133 | $24.9M | $642,583 | $1.2M |
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 |
|---|---|---|---|---|
| ASCENSUS | OTHER SERVICES | — | $12,721 | $12,721 |
| THE CJ CPA GROUP, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE CJ CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,721
- Estimated Expense Ratio: 0.036% of plan assets
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 | $7,674 | $4,924 | $2,500 | — | — |
| 2023 | $5,043 | — | — | — | — |
| 2022 | $3,113 | — | — | — | — |