Plan Snapshot
- Plan Sponsor: Amuneal Manufacturing Corporation
- Sponsor EIN: 231657448
- Sponsor Address: 4737 DARRAH STREET, PHILADELPHIA, PA, 19124
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $28.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 158 | $28.0M | $1.1M | $889,099 |
| 2023 | 157 | $24.3M | $1.2M | $877,308 |
| 2022 | 175 | $20.6M | $2.5M | $949,142 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | Investment Advisor | $51,107 | — | $51,107 |
| BELFINT, LYONS & SHUMAN, P.A. | Auditor | $11,500 | — | $11,500 |
| EMPOWER ANNUITY INS. CO | Recordkeeper | $10,370 | — | $10,370 |
| COMMONWEALTH TPA SOLUTIONS | Other Service Provider | $8,920 | — | $8,920 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,897
- Estimated Expense Ratio: 0.292% 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 | $83,438 | — | — | — | — |
| 2023 | $70,806 | — | — | — | — |
| 2022 | $149,927 | — | $149,927 | — | — |