Plan Snapshot
- Plan Sponsor: Area Storage & Transfer INC
- Sponsor EIN: 222981560
- Sponsor Address: 1246 S CAMERON ST, HARRISBURG, PA, 171042505
- Plan Type: 401(k)
- Total Participants: 287
- Total Assets: $2.5M
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 | 287 | $2.5M | $0 | $286,011 |
| 2023 | 292 | $2.3M | $0 | $344,167 |
| 2022 | 279 | $1.9M | $0 | $322,567 |
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 |
|---|---|---|---|---|
| MIKE AVERSANO CPA, 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 | $14,914 | $939 | $13,115 | — | — |
| 2023 | $15,071 | $789 | $13,422 | — | — |
| 2022 | $15,733 | $733 | $15,000 | — | — |