Plan Snapshot
- Plan Sponsor: Allegheny Millwork
- Sponsor EIN: 251369567
- Sponsor Address: 104 COMMERCE BLVD., LAWRENCE, PA, 150550493
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $16.1M
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. |
|---|---|---|---|---|
| 2024 | 253 | $16.1M | $481,482 | $983,664 |
| 2023 | 258 | $14.4M | $509,340 | $995,033 |
| 2022 | 265 | $13.5M | $490,797 | $986,575 |
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 |
|---|---|---|---|---|
| GROSSMAN, YANAK & FORD, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROSSMAN, YANAK & FORD, LLP — Auditor
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 | $36,524 | — | $36,524 | — | — |
| 2023 | $81,404 | $81,404 | — | — | — |
| 2022 | $82,481 | — | $82,481 | — | — |