# The Estaugh T/A Medford Leas 401(k) Plan
Source: https://planprovider.pro/companies/the-estaugh-t-a-medford-leas-210633410-001

> The Estaugh T/A Medford Leas's 401(k) plan: 297 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — Recordkeeper

- [JP MORGAN CHASE MERCER INVESTMENTS,](https://planprovider.pro/provider/mercer-advisors) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-estaugh-t-a-medford-leas-210633410-001)

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