Plan Snapshot
- Plan Sponsor: Shalom International Corporation
- Sponsor EIN: 222438649
- Sponsor Address: 8 NICHOLAS COURT SUITE B, DAYTON, NJ, 08810
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | $8.5M | $0 | $409,607 |
| 2023 | 94 | $8.4M | $0 | $441,934 |
| 2022 | 86 | $7.4M | $0 | $417,685 |
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 |
|---|---|---|---|---|
| WITHUM SMITH BROWN | Auditor | $22,924 | — | $22,924 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,924
- Estimated Expense Ratio: 0.270% 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 | $38,931 | — | — | $22,924 | — |
| 2023 | $35,819 | $19,292 | — | — | — |
| 2022 | $36,299 | — | — | — | — |