Plan Snapshot
- Plan Sponsor: Peoplestrategy, INC.
- Sponsor EIN: 221970843
- Sponsor Address: 2035 LINCOLN HIGHWAY, EDISON, NJ, 088173352
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $36,830 | $104,438 |
| 2023 | 45 | $6.8M | $134,077 | $387,580 |
| 2022 | 80 | $6.8M | $176,330 | $511,594 |
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 |
|---|---|---|---|---|
| FOREST CAPITAL MANAGEMENT LLC | Investment Advisor | $16,666 | — | $16,666 |
| ALTIGRO PENSION SERVICES INC | Recordkeeper | $12,000 | — | $12,000 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $8,182 | — | $8,182 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,848
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 | — | — | — | — | — |
| 2023 | $37,607 | — | $37,607 | — | — |
| 2022 | $49,934 | — | $49,934 | — | — |