Plan Snapshot
- Plan Sponsor: The Pingry Corporation
- Sponsor EIN: 221493168
- Sponsor Address: 131 MARTINSVILLE ROAD, BASKING RIDGE, NJ, 07920
- Plan Type: DC
- Total Participants: 337
- Total Assets: $54.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 337 | $54.4M | $2.5M | $3.2M |
| 2023 | 327 | $44.1M | $2.3M | $2.9M |
| 2022 | 315 | $35.2M | $2.1M | $2.6M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | NONE | $26,991 | — | $26,991 |
| FIDUCIENT ADVISORS, LLC | NONE | $7,173 | — | $7,173 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,164
- Estimated Expense Ratio: 0.063% 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 | $34,951 | $7,173 | $161 | $26,991 | — |
| 2023 | $18,561 | — | $3,132 | $15,004 | — |
| 2022 | $8,575 | — | — | — | $8,300 |