# Samuel Coraluzzo Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/samuel-coraluzzo-co-inc-401k-plan

> Samuel Coraluzzo Co., INC.'s 401(k) plan: 772 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Samuel Coraluzzo Co., INC.

- **Sponsor EIN:** 222766979

- **Sponsor Address:** P.O. BOX 1360, VINELAND, NJ, 08360

- **Plan Type:** 401(k)

- **Total Participants:** 772

- **Total Assets:** $12.5M

## 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|772|$12.5M|$307,453|$1.2M|

| 2023|766|$10.5M|$370,008|$1.1M|

| 2022|775|$8.7M|$938,979|$948,555|

## 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|

| PAYNE CAPITAL MANAGEMENT LLC|ADVISOR|$51,828|—|$51,828|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$46,255|—|$46,255|

| MARTINI AND MARTINI|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $98,083

- **Estimated Expense Ratio:** 0.782% 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|$98,083|$51,828|—|—|—|

| 2023|$81,879|$42,131|—|—|—|

| 2022|$76,472|—|—|—|—|

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