Plan Snapshot
- Plan Sponsor: Reliance Vitamin, LLC
- Sponsor EIN: 814230717
- Sponsor Address: 3775 PARK AVENUE, EDISON, NJ, 08820
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 140 | $3.7M | $64,280 | $402,051 |
| 2023 | 113 | $3.3M | $64,516 | $371,315 |
| 2022 | 138 | $3.5M | $55,375 | $367,650 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $9,901 | — | $9,901 |
| A.J. SANTYE & CO., P.A. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,901
- Estimated Expense Ratio: 0.265% of plan assets
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 | $9,214 | — | $9,198 | — | — |
| 2023 | $8,972 | — | $8,960 | — | — |
| 2022 | $12,838 | — | $12,838 | — | — |