Plan Snapshot
- Plan Sponsor: Pine Belt Automotive, INC.
- Sponsor EIN: 222708898
- Sponsor Address: PO BOX 309, TOMS RIVER, NJ, 08754
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $15.8M
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 | 171 | $15.8M | $401,667 | $931,466 |
| 2023 | 156 | $14.3M | $489,333 | $963,427 |
| 2022 | 159 | $12.2M | $514,896 | $1.1M |
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 |
|---|---|---|---|---|
| ROSENFIELD AND CO., PLLC | 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 | $2,482 | — | — | — | — |
| 2023 | $2,386 | — | — | — | — |
| 2022 | $3,848 | — | — | — | — |