Plan Snapshot
- Plan Sponsor: Ancillare LP
- Sponsor EIN: 461964878
- Sponsor Address: 700 ENTERPRISE RD, HORSHAM, PA, 19044
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $5.1M
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 | 93 | $5.1M | $202,551 | $479,423 |
| 2023 | 104 | $4.1M | $205,320 | $464,447 |
| 2022 | 95 | $3.2M | $247,088 | $457,281 |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $36,214 | $34,566 | — | — | — |
| 2023 | $27,858 | $24,708 | — | — | — |
| 2022 | $22,697 | — | $22,697 | — | — |