Plan Snapshot
- Plan Sponsor: All-Fill, INC.
- Sponsor EIN: 231708547
- Sponsor Address: 418 CREAMERY WAY, EXTON, PA, 19341
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $23.8M
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 | 158 | $23.8M | $309,579 | $1.3M |
| 2023 | 146 | $20.9M | $268,397 | $1.2M |
| 2022 | 160 | $19.7M | $252,377 | $1.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $71,246 | — | $71,246 |
| LPL FINANCIAL - RP | Investment Advisor | $49,584 | — | $49,584 |
| THE MANDMARBLESTONE GROUP, LLC | Recordkeeper | $14,874 | — | $14,874 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPOWER ANNUITY INSURANCE COMPANY O — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,704
- Estimated Expense Ratio: 0.569% 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 | $69,747 | — | $64,622 | — | — |
| 2023 | $62,134 | — | $59,009 | — | — |
| 2022 | $89,291 | — | $89,291 | — | — |