Plan Snapshot
- Plan Sponsor: Wiss & Company, LLP
- Sponsor EIN: 221732349
- Sponsor Address: 100 CAMPUS DRIVE, SUITE 400 WEST, FLORHAM PARK, NJ, 07932
- Plan Type: 401(k)
- Total Participants: 301
- Total Assets: $55.2M
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 | 301 | $55.2M | $540,221 | $3.5M |
| 2023 | 298 | $48.0M | $497,278 | $3.2M |
| 2022 | 282 | $40.1M | $413,215 | $2.7M |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $105,878 | $51,333 | — | — | — |
| 2023 | $103,647 | $45,998 | — | $15,000 | — |
| 2022 | $100,602 | $59,014 | $41,588 | — | — |