Plan Snapshot
- Plan Sponsor: Arthur H. Thomas Company
- Sponsor EIN: 231151920
- Sponsor Address: 6 HILLMAN DRIVE, SUITE 200, CHADDS FORD, PA, 19317
- Plan Type: 401(k)
- Total Participants: 348
- Total Assets: $37.9M
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 | 348 | $37.9M | $1.6M | $2.3M |
| 2023 | 416 | $34.4M | $1.4M | $2.1M |
| 2022 | 361 | $37.6M | $1.2M | $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 |
|---|---|---|---|---|
| BARSZ GOWIE AMON & PULTZ | 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 | $134,515 | — | $134,515 | — | — |
| 2023 | $120,476 | $33,623 | $86,853 | — | — |
| 2022 | $170,263 | $28,467 | $68,596 | — | $73,200 |