Plan Snapshot
- Plan Sponsor: Action Manufacturing Company
- Sponsor EIN: 231346174
- Sponsor Address: 190 RITTENHOUSE CIRCLE, BRISTOL, PA, 190071618
- Plan Type: 401(k)
- Total Participants: 322
- Total Assets: $11.2M
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 | 322 | $11.2M | $279,367 | $951,358 |
| 2023 | 291 | $10.9M | $219,815 | $735,068 |
| 2022 | 238 | $10.1M | $211,693 | $671,289 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $46,182 | — | $46,182 |
| LPL FINANCIAL LLC - RPCP | INVESTMENT ADVISORY | — | $24,385 | $24,385 |
| JOHN BURTON | INVESTMENT ADVISORY | — | $7,089 | $7,089 |
| STEPHANO SLACK LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEPHANO SLACK LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,656
- Estimated Expense Ratio: 0.694% 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 | $46,182 | — | $46,182 | — | — |
| 2023 | $45,234 | — | $45,234 | — | — |
| 2022 | $47,133 | — | $47,133 | — | — |