Plan Snapshot
- Plan Sponsor: Seabrook Brothers And Sons, INC.
- Sponsor EIN: 222170637
- Sponsor Address: PO BOX 5103, SEABROOK, NJ, 083025103
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $27.3M
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 | 217 | $27.3M | $403,727 | $417,026 |
| 2023 | 234 | $25.1M | $415,145 | $451,163 |
| 2022 | 267 | $22.2M | $448,471 | $444,728 |
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 |
|---|---|---|---|---|
| ATHEY & COMPANY, CPA'S PA | Auditor | — | — | $0 |
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 | $80,627 | — | $80,627 | — | — |
| 2023 | $72,429 | — | $72,429 | — | — |
| 2022 | $78,889 | — | $78,889 | — | — |