Plan Snapshot
- Plan Sponsor: Tri-State Pest Control, INC
- Sponsor EIN: 223157904
- Sponsor Address: 70 GRAND AVE STE 109, RIVER EDGE, NJ, 076611936
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $1.3M
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 | 97 | $1.3M | $0 | $102,721 |
| 2023 | 99 | $1.1M | $0 | $102,433 |
| 2022 | 77 | $815,003 | $0 | $113,669 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER | Investment Advisor | $5,363 | $256 | $5,619 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,619
- Estimated Expense Ratio: 0.432% 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 | $6,286 | — | — | — | — |
| 2023 | $4,772 | $4,100 | — | — | — |
| 2022 | $3,836 | — | — | — | — |