Plan Snapshot
- Plan Sponsor: Arley Wholesale, INC.
- Sponsor EIN: 240717022
- Sponsor Address: 700 NORTH SOUTH ROAD, SCRANTON, PA, 18504
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 88 | $7.6M | $0 | $164,404 |
| 2023 | 95 | $8.2M | $0 | $207,065 |
| 2022 | 113 | $7.6M | $0 | $233,885 |
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 |
|---|---|---|---|---|
| MICHAEL A. BARBETTI, LLC | 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 | $1,758,603 | — | $36,960 | — | — |
| 2023 | $56,897 | $40,571 | $11,590 | — | — |
| 2022 | $50,180 | $40,771 | $9,409 | — | — |