Plan Snapshot
- Plan Sponsor: Allegheny Wood Products, INC.
- Sponsor EIN: 550537190
- Sponsor Address: 240 AIRPORT ROAD, PETERSBURG, WV, 268478921
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 479
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 479 | $14.3M | $13,899 | $483,617 |
| 2022 | 496 | $12.9M | $1.1M | $469,920 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $84,451 | — | $84,451 |
| RBC CAPITAL MARKETS, LLC | Investment Advisor | — | $31,661 | $31,661 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC CAPITAL MARKETS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,112
- Estimated Expense Ratio: 0.814% 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 | $84,451 | — | $84,451 | — | — |
| 2022 | $84,701 | — | $84,701 | — | — |