Plan Snapshot
- Plan Sponsor: Amz Manufacturing Corporation
- Sponsor EIN: 232988577
- Sponsor Address: 2206 PENNSYLVANIA AVENUE, YORK, PA, 17404
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $3.5M
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 | 248 | $3.5M | $15 | $294,474 |
| 2023 | 233 | $2.9M | $636 | $283,750 |
| 2022 | 216 | $2.4M | $282,740 | $0 |
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 |
|---|---|---|---|---|
| MORISON COGEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORISON COGEN 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 | $23,321 | $8,936 | $3,095 | — | — |
| 2023 | $18,888 | $9,097 | $825 | — | — |
| 2022 | $17,756 | — | — | — | $17,756 |