Plan Snapshot
- Plan Sponsor: The Trustees Of The Defined Retirement Plan Of Usmx/Nysa/Cccsc
- Sponsor EIN: 132871925
- Sponsor Address: 125 CHUBB AVE STE 350NB, LYNDHURST, NJ, 070713579
- Plan Type: DB
- Total Participants: 36
- Total Assets: $102.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 36 | $102.3M | $2.5M | $0 |
| 2023 | 38 | $92.7M | $2.4M | $0 |
| 2022 | 32 | $83.2M | $2.2M | $0 |
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 |
|---|---|---|---|---|
| GRANT THORTON | Auditor | $16,463 | — | $16,463 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORTON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,463
- Estimated Expense Ratio: 0.016% 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 | $534,256 | — | — | $16,463 | — |
| 2023 | $396,318 | — | — | $15,360 | — |
| 2022 | $383,888 | $256,792 | — | — | $112,928 |