Plan Snapshot
- Plan Sponsor: The Haddad Organization, Ltd.
- Sponsor EIN: 132856820
- Sponsor Address: 131 DOCKS CORNER, DAYTON, NJ, 08810
- Plan Type: 401(k)
- Total Participants: 560
- Total Assets: $58.2M
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 | 560 | $58.2M | $2.0M | $2.8M |
| 2023 | 488 | $48.2M | $1.7M | $2.3M |
| 2022 | 439 | $38.4M | $1.5M | $1.8M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $165,027 | — | $155,823 | — | — |
| 2023 | $132,393 | — | $132,393 | — | — |
| 2022 | $198,237 | — | $198,237 | — | — |