Plan Snapshot
- Plan Sponsor: The Estaugh T/A Medford Leas
- Sponsor EIN: 210633410
- Sponsor Address: 1 MEDFORD LEAS WAY, MEDFORD, NJ, 08055
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 297
- Total Assets: $20.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 297 | $20.2M | $515,013 | $923,827 |
| 2023 | 282 | $20.5M | $423,962 | $893,624 |
| 2022 | 273 | $18.8M | $574,084 | $912,664 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $68,875 | — | $68,875 |
| JP MORGAN CHASE MERCER INVESTMENTS, | Investment Advisor | $48,736 | — | $48,736 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- JP MORGAN CHASE MERCER INVESTMENTS, — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,611
- Estimated Expense Ratio: 0.581% 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 | $117,611 | $48,736 | — | — | — |
| 2023 | $130,054 | $66,442 | — | — | — |
| 2022 | $91,187 | $25,579 | — | — | — |