Plan Snapshot
- Plan Sponsor: Occupational Training Center Of Burlington County, INC.
- Sponsor EIN: 221735360
- Sponsor Address: 2 MANHATTAN DRIVE, BURLINGTON TOWNSHIP, NJ, 08016
- Plan Type: DC
- Total Participants: 702
- Total Assets: $7.3M
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 | 702 | $7.3M | $616,500 | $0 |
| 2023 | 688 | $7.3M | $625,967 | $0 |
| 2022 | 629 | $6.6M | $698,641 | $0 |
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 | $58,026 | $17,269 | — | — | — |
| 2023 | $59,350 | $17,597 | — | — | — |
| 2022 | $57,029 | — | — | — | — |