Plan Snapshot
- Plan Sponsor: Adelphoi Usa, INC.
- Sponsor EIN: 237170997
- Sponsor Address: 354 MAIN STREET, LATROBE, PA, 156505201
- Plan Type: 401(k)
- Total Participants: 737
- Total Assets: $30.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 737 | $30.0M | $702,578 | $2.2M |
| 2023 | 685 | $26.6M | $596,664 | $1.8M |
| 2022 | 628 | $22.4M | $469,830 | $1.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
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 | $163,183 | $12,621 | — | — | — |
| 2023 | $104,393 | $10,096 | $17,453 | — | — |
| 2022 | $103,483 | — | $103,483 | — | — |