Plan Snapshot
- Plan Sponsor: Shop-Rite Of Hunterdon County, I
- Sponsor EIN: 221716509
- Sponsor Address: 272 ROUTE 202-31, FLEMINGTON, NJ, 08822
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $25.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 111 | $25.1M | $268,754 | $883,051 |
| 2023 | 114 | $22.1M | $264,009 | $859,625 |
| 2022 | 115 | $20.1M | $265,732 | $880,094 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $70,591 | $57,333 | — | — | — |
| 2023 | $64,105 | $50,776 | — | — | — |
| 2022 | $68,509 | — | — | — | — |