Plan Snapshot
- Plan Sponsor: Aberdeen Road Company
- Sponsor EIN: 233009384
- Sponsor Address: 105 EAST SINKING SPRINGS LANE, EMIGSVILLE, PA, 17318
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $9.9M
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 | 109 | $9.9M | $294,310 | $635,110 |
| 2023 | 103 | $9.6M | $290,748 | $627,406 |
| 2022 | 102 | $9.3M | $282,244 | $626,171 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES | Investment Advisor | $18,998 | — | $18,998 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $7,080 | — | $7,080 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,078
- Estimated Expense Ratio: 0.264% 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 | $26,911 | $19,831 | — | — | — |
| 2023 | $15,156 | $12,699 | — | — | — |
| 2022 | $4,316 | — | — | — | — |