Plan Snapshot
- Plan Sponsor: Richard A. Alaimo Associates
- Sponsor EIN: 221824833
- Sponsor Address: 200 HIGH ST, MOUNT HOLLY, NJ, 080601404
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $41.3M
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 | 97 | $41.3M | $800,000 | $595,980 |
| 2023 | 93 | $39.0M | $798,268 | $531,470 |
| 2022 | 94 | $37.3M | $806,223 | $458,893 |
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 |
|---|---|---|---|---|
| BOWMAN & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOWMAN & COMPANY — 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 | $41,650 | $41,650 | — | — | — |
| 2023 | $38,180 | $38,180 | — | — | — |
| 2022 | $119,580 | $99,776 | $19,804 | — | — |