Plan Snapshot
- Plan Sponsor: Allan Myers, INC.
- Sponsor EIN: 232966902
- Sponsor Address: PO BOX 98, WORCESTER, PA, 19490
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,336
- Total Assets: $239.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,336 | $239.9M | $0 | $0 |
| 2024 | 984 | $210.0M | $2.9M | $9.1M |
| 2023 | 931 | $179.9M | $2.7M | $8.2M |
| 2022 | 862 | $149.0M | $2.5M | $7.4M |
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 |
|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | Other Service Provider | $75,682 | — | $75,682 |
| THE VANGUARD GROUP, INC. | Other Service Provider | $56,913 | — | $56,913 |
| VANGUARD ADVISERS INC. | Other Service Provider | $45,395 | — | $45,395 |
| KREISCHER MILLER | Other Service Provider | $21,090 | — | $21,090 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $199,080
- Estimated Expense Ratio: 0.083% 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 |
|---|---|---|---|---|---|
| 2025 | $19,188,006 | — | — | — | — |
| 2024 | $197,228 | — | — | — | — |
| 2023 | $173,736 | — | — | — | — |
| 2022 | $152,181 | — | — | — | — |