Plan Snapshot
- Plan Sponsor: Smartlinx Solutions, LLC
- Sponsor EIN: 113575059
- Sponsor Address: 111 SOUTH WOOD AVENUE, ISELIN, NJ, 08830
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $10.3M
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 | 114 | $10.3M | $361,865 | $1.3M |
| 2023 | 136 | $7.9M | $342,884 | $1.1M |
| 2022 | 130 | $6.3M | $341,663 | $1.1M |
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 |
|---|---|---|---|---|
| INNOVATIVE INVESTMENT FIDUCIARIES | Investment Advisor | $34,681 | — | $34,681 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $17,431 | — | $17,431 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,112
- Estimated Expense Ratio: 0.508% 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 | $53,145 | $35,714 | — | — | — |
| 2023 | $43,287 | $29,082 | — | — | — |
| 2022 | $35,557 | $452 | — | — | — |