Plan Snapshot
- Plan Sponsor: Thomas Lanzetta
- Sponsor EIN: 263963128
- Sponsor Address: 960 HOLMDEL RD STE 2, HOLMDEL, NJ, 077332100
- Plan Type: DC
- Total Participants: 626
- Total Assets: $30.6M
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 | 626 | $30.6M | $1.7M | $3.6M |
| 2023 | 312 | $22.4M | $1.4M | $3.1M |
| 2022 | 248 | $15.0M | $1.3M | $1.9M |
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 |
|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | INVESTMENT ADVISORY | $64,880 | — | $64,880 |
| PAYCHEX, INC. | RECORDKEEPER | $23,805 | — | $23,805 |
| HELD, KRANZLER, MCCOSKER & PULICE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- HELD, KRANZLER, MCCOSKER & PULICE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,685
- Estimated Expense Ratio: 0.290% 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 | $98,285 | $64,880 | $32,545 | — | — |
| 2023 | $74,298 | $39,141 | $25,233 | — | — |
| 2022 | $54,083 | — | — | — | — |