# Square Management Associates 401(k) Plan
Source: https://planprovider.pro/companies/square-management-associates-401k-plan

> Square Management Associates's 401(k) plan: 683 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Square Management Associates

- **Sponsor EIN:** 223088244

- **Sponsor Address:** 90 WOODBRIDGE CENTER DR., SUITE 600, WOODBRIDGE, NJ, 07095

- **Plan Type:** 401(k)

- **Total Participants:** 683

- **Total Assets:** $4.4M

## 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|683|$4.4M|$460,955|$1.7M|

| 2023|693|$2.0M|$0|$1.3M|

| 2022|671|$504,990|$0|$497,021|

## 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|

| SENTINEL BENEFITS GROUP, LLC|N/A|$9,621|—|$9,621|

| WITHUM SMITH + BROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SENTINEL BENEFITS GROUP, LLC](https://planprovider.pro/provider/sentinel-group) — N/A

- [WITHUM SMITH + BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,621

- **Estimated Expense Ratio:** 0.218% 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|$10,868|—|—|—|—|

| 2023|$5,113|—|—|—|—|

| 2022|$279|—|—|—|$279|

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