Plan Snapshot
- Plan Sponsor: Northstar Vets
- Sponsor EIN: 223712229
- Sponsor Address: 315 ROBBINSVILLE ALLENTOWN RD, ROBBINSVILLE, NJ, 086911509
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $14.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 202 | $14.4M | $439,808 | $971,858 |
| 2023 | 199 | $12.7M | $411,649 | $890,644 |
| 2022 | 197 | $10.6M | $416,784 | $861,371 |
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 |
|---|---|---|---|---|
| MERCADIEN PC | 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 | $66,541 | $34,101 | $31,580 | — | — |
| 2023 | $55,107 | $28,008 | $26,239 | — | — |
| 2022 | $52,928 | $27,856 | $25,072 | — | — |