Plan Snapshot
- Plan Sponsor: Bath Saver, INC.
- Sponsor EIN: 251799625
- Sponsor Address: 542 INDUSTRIAL DR, LEWISBERRY, PA, 17339
- Plan Type: 401(k)
- Total Participants: 552
- Total Assets: $15.0M
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 | 552 | $15.0M | $173,014 | $1.4M |
| 2023 | 555 | $12.5M | $146,544 | $1.2M |
| 2022 | 557 | $10.1M | $149,668 | $1.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $66,861 | — | $66,861 |
| CAMBRIDGE INVESTMENT RESEARCH INC | BROKER/ADVISOR | — | $32,177 | $32,177 |
| PENNSYLVANIA PENSION PLANNERS | CONTRACT ADMIN | $2,815 | $10,000 | $12,815 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGEMENT | $9,405 | — | $9,405 |
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,258
- Estimated Expense Ratio: 0.808% 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 | $77,657 | $9,405 | $1,391 | — | — |
| 2023 | $77,968 | $7,724 | $2,625 | — | — |
| 2022 | $75,756 | $75,756 | — | — | — |