Plan Snapshot
- Plan Sponsor: Wilkin & Guttenplan, P.C.
- Sponsor EIN: 222612018
- Sponsor Address: 1200 TICES LANE, EAST BRUNSWICK, NJ, 08816
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $36.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 154 | $36.3M | $556,653 | $1.8M |
| 2023 | 132 | $29.7M | $492,627 | $1.5M |
| 2022 | 132 | $25.5M | $484,279 | $1.4M |
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 |
|---|---|---|---|---|
| MENGEL, METZGER BARR & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MENGEL, METZGER BARR & CO. LLP — 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 | $82,915 | $58,213 | — | — | — |
| 2023 | $74,324 | $15,947 | — | — | — |
| 2022 | $87,561 | $56,112 | $15,310 | — | $16,139 |