Plan Snapshot
- Plan Sponsor: Allegheny Bradford Corp.
- Sponsor EIN: 251203932
- Sponsor Address: PO BOX 200, BRADFORD, PA, 16701
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $13.2M
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 | 208 | $13.2M | $216,270 | $858,562 |
| 2023 | 194 | $12.4M | $173,705 | $613,435 |
| 2022 | 201 | $11.0M | $168,164 | $607,881 |
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 |
|---|---|---|---|---|
| KP LYNCH CPA PC | 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 | $15,159 | — | $15,159 | — | — |
| 2023 | $11,149 | — | $11,149 | — | — |
| 2022 | $8,817 | — | $8,817 | — | — |