Plan Snapshot
- Plan Sponsor: Pine Belt Enterprises, INC.
- Sponsor EIN: 210537055
- Sponsor Address: 1088 ROUTE 88, LAKEWOOD, NJ, 08701
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $11.1M
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 | 146 | $11.1M | $300,532 | $589,718 |
| 2023 | 158 | $9.6M | $310,959 | $625,916 |
| 2022 | 189 | $7.8M | $308,425 | $608,008 |
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 |
|---|---|---|---|---|
| WITHUM SMITH BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH BROWN — 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 | $587,470 | — | $1,375 | — | — |
| 2023 | $396,674 | — | $1,525 | — | — |
| 2022 | $675 | — | — | — | — |