Plan Snapshot
- Plan Sponsor: Stephen Izzi Trucking Rigging In
- Sponsor EIN: 221982907
- Sponsor Address: 116 TRUMAN DRIVE, EDISON, NJ, 08817
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $4.9M
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 | 128 | $4.9M | $186,787 | $644,692 |
| 2023 | 128 | $3.9M | $145,476 | $551,896 |
| 2022 | 98 | $3.2M | $108,187 | $376,034 |
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 |
|---|---|---|---|---|
| EISNER AMPER | 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 | $18,717 | $16,687 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |