Plan Snapshot
- Plan Sponsor: Shore Point Distributing Co., INC.
- Sponsor EIN: 210611286
- Sponsor Address: P.O. BOX 275, ADELPHIA, NJ, 07710
- Plan Type: DC
- Total Participants: 120
- Total Assets: $27.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 120 | $27.2M | $951,316 | $676,866 |
| 2023 | 123 | $24.3M | $889,774 | $648,293 |
| 2022 | 118 | $21.8M | $785,831 | $634,831 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $4,279 | — | — | — | — |
| 2023 | $4,046 | — | — | — | — |
| 2022 | $2,749 | — | $2,749 | — | — |