# Saker Shoprites, INC. DB Plan
Source: https://planprovider.pro/companies/saker-shoprites-inc-plan-106

> Saker Shoprites, INC.'s DB plan: 631 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Saker Shoprites, INC.

- **Sponsor EIN:** 221729304

- **Sponsor Address:** 10 CENTERVILLE ROAD, HOLMDEL, NJ, 07733

- **Plan Type:** DB

- **Total Participants:** 631

- **Total Assets:** $27.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|631|$27.6M|$1.8M|$0|

| 2023|624|$26.0M|$1.7M|$0|

| 2022|566|$22.9M|$1.7M|$0|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|NONE|$150,326|—|$150,326|

| ACRISURE|NONE|$112,500|—|$112,500|

| WITHUMSMITH+BROWN PC|NONE|$17,160|—|$17,160|

| OFFICE OF COMPLIANT ADMINISTRATION|NONE|$5,030|—|$5,030|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — NONE

- [WITHUMSMITH+BROWN PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $285,016

- **Estimated Expense Ratio:** 1.034% 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|$664,701|$173,375|$5,030|$17,160|—|

| 2023|$1,076,563|$153,860|$5,609|$16,120|—|

| 2022|$733,768|$159,436|—|—|$136,396|

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