Plan Snapshot
- Plan Sponsor: Anderson Equipment Company
- Sponsor EIN: 250323970
- Sponsor Address: 1000 WASHINGTON PIKE, BRIDGEVILLE, PA, 15017
- Plan Type: 401(k)
- Total Participants: 288
- Total Assets: $52.3M
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 | 288 | $52.3M | $940,431 | $2.1M |
| 2023 | 229 | $48.4M | $1.0M | $2.0M |
| 2022 | 239 | $42.5M | $864,414 | $1.8M |
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 |
|---|---|---|---|---|
| SCHAFFNER, KNIGHT, MINNAUGH AND CO. | Auditor | — | — | $0 |
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 | $209 | — | — | — | — |
| 2023 | $1,350 | — | $1,200 | — | — |
| 2022 | $167 | — | — | — | — |