Plan Snapshot
- Plan Sponsor: Asendia Usa, INC.
- Sponsor EIN: 233060988
- Sponsor Address: 701 ASHLAND AVENUE, FOLCROFT, PA, 19032
- Plan Type: 401(k)
- Total Participants: 325
- Total Assets: $22.7M
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 | 325 | $22.7M | $755,391 | $1.5M |
| 2023 | 318 | $18.7M | $810,320 | $1.3M |
| 2022 | 316 | $14.7M | $724,729 | $1.3M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | Investment Advisor | $117,402 | — | $117,402 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $57,419 | — | $57,419 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,821
- Estimated Expense Ratio: 0.771% of plan assets
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 | $170,445 | $113,026 | — | — | — |
| 2023 | $160,306 | $114,084 | — | — | — |
| 2022 | $141,434 | $97,676 | $43,758 | — | — |