Plan Snapshot
- Plan Sponsor: Accrotool INC
- Sponsor EIN: 251757631
- Sponsor Address: 401 HUNT VALLEY RD, NEW KENSINGTON, PA, 15068
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $5.8M
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 | 88 | $5.8M | $108,533 | $383,013 |
| 2023 | 95 | $4.9M | $123,636 | $381,242 |
| 2022 | 103 | $4.4M | $123,333 | $352,871 |
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 |
|---|---|---|---|---|
| WESSEL & COMPANY P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WESSEL & COMPANY 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 | $32,835 | $18,473 | — | — | — |
| 2023 | $30,336 | $15,917 | — | — | — |
| 2022 | $28,545 | — | — | — | — |