Plan Snapshot
- Plan Sponsor: Appalachian Wood Products, INC.
- Sponsor EIN: 251537092
- Sponsor Address: 171 APPALACHIAN DRIVE, CLEARFIELD, PA, 16830
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $3.6M
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. |
|---|---|---|---|---|
| 2024 | 106 | $3.6M | $0 | $84,320 |
| 2023 | 160 | $3.5M | $0 | $79,378 |
| 2022 | 195 | $3.3M | $0 | $87,195 |
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 |
|---|---|---|---|---|
| YOUNG, OAKES, BROWN & COMPANY, P.C. | 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 | $34,819 | $19,700 | — | — | — |
| 2023 | $36,549 | $18,530 | $18,019 | — | — |
| 2022 | $36,026 | $19,475 | $16,551 | — | — |