Plan Snapshot
- Plan Sponsor: Stephen Gould Corporation
- Sponsor EIN: 221550787
- Sponsor Address: 5 GIRALDA FARMS, MADISON, NJ, 07940
- Plan Type: DC
- Total Participants: 493
- Total Assets: $74.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 493 | $74.5M | $1.1M | $3.8M |
| 2023 | 495 | $66.3M | $1.1M | $3.7M |
| 2022 | 495 | $53.5M | $1.1M | $3.4M |
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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS | Auditor | $18,628 | — | $18,628 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,628
- Estimated Expense Ratio: 0.025% 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 | $77,187 | — | — | $18,628 | — |
| 2023 | $72,240 | $54,759 | — | — | — |
| 2022 | $131,317 | — | — | — | — |