Plan Snapshot
- Plan Sponsor: Tenafly Pediatrics, P.A.
- Sponsor EIN: 222306448
- Sponsor Address: 32 FRANKLIN STREET, TENAFLY, NJ, 07670
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $35.6M
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 | 137 | $35.6M | $452,031 | $939,183 |
| 2023 | 130 | $30.1M | $1.0M | $780,670 |
| 2022 | 102 | $24.4M | $0 | $688,023 |
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 |
|---|---|---|---|---|
| PNC BANK | INVESTMENT/FINANCIAL ADVI | $19,166 | — | $19,166 |
| ADP, INC. | RECORD KEEPER | $11,916 | — | $11,916 |
| GELTRUDE AND COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- GELTRUDE AND COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,082
- Estimated Expense Ratio: 0.087% 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 | $31,083 | $19,167 | — | — | — |
| 2023 | $26,615 | — | $26,615 | — | — |
| 2022 | $20,666 | — | $20,666 | — | — |