Plan Snapshot
- Plan Sponsor: Northern Eagle Beverage Company
- Sponsor EIN: 223232686
- Sponsor Address: 600 16TH ST, CARLSTADT, NJ, 070721922
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $8.2M
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 | 109 | $8.2M | $3,734 | $374,523 |
| 2023 | 101 | $6.8M | $152,487 | $319,544 |
| 2022 | 111 | $6.0M | $169,242 | $335,630 |
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 |
|---|---|---|---|---|
| KCOE ISOM, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KCOE ISOM, 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 | $42,945 | $17,791 | $25,154 | — | — |
| 2023 | $36,752 | $15,127 | $21,625 | — | — |
| 2022 | $35,311 | $15,167 | $20,144 | — | — |