Plan Snapshot
- Plan Sponsor: Wilentz, Goldman & Spitzer, P.A.
- Sponsor EIN: 222292919
- Sponsor Address: P.O. BOX 10, WOODBRIDGE, NJ, 070959811
- Plan Type: 401(k)
- Total Participants: 226
- Total Assets: $93.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 226 | $93.7M | $1.7M | $2.2M |
| 2023 | 251 | $88.5M | $1.7M | $2.1M |
| 2022 | 219 | $82.0M | $1.7M | $2.0M |
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 |
|---|---|---|---|---|
| WITHUM SMITH & BROWN, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH & BROWN, P.C. — Auditor
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 | $98,736 | $65,000 | — | — | — |
| 2023 | $92,966 | $65,000 | — | — | — |
| 2022 | $104,475 | — | — | — | — |