Plan Snapshot
- Plan Sponsor: Alex E. Paris Contracting Company
- Sponsor EIN: 250934300
- Sponsor Address: BOX 369, ATLASBURG, PA, 150040369
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $29.3M
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. |
|---|---|---|---|---|
| 2023 | 102 | $29.3M | $1.0M | $535,689 |
| 2022 | 99 | $24.7M | $637,840 | $501,361 |
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 |
|---|---|---|---|---|
| AMERISERV TRUST & FINANCIAL SERVICE | INVESTMENT MANAGER | $218,288 | — | $218,288 |
| S.R. SNODGRASS, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- S.R. SNODGRASS, P.C — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $218,288
- Estimated Expense Ratio: 0.746% 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 |
|---|---|---|---|---|---|
| 2023 | $109,144 | $109,144 | — | — | — |
| 2022 | $112,469 | $112,469 | — | — | — |