Plan Snapshot
- Plan Sponsor: Bally Ribbon Mills
- Sponsor EIN: 230382360
- Sponsor Address: 23 NORTH 7TH STREET, BALLY, PA, 195031004
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $35.9M
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 | 257 | $35.9M | $210,472 | $1.4M |
| 2023 | 250 | $33.3M | $209,265 | $1.4M |
| 2022 | 242 | $30.1M | $680,706 | $1.2M |
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 |
|---|---|---|---|---|
| CAMPBELL, RAPPOLD & YURASITS LL | 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 | $148,744 | $83,882 | — | — | — |
| 2023 | $136,484 | $77,281 | — | — | — |
| 2022 | $133,285 | $129,704 | $3,581 | — | — |