Plan Snapshot
- Plan Sponsor: Bazella Works
- Sponsor EIN: 825235939
- Sponsor Address: 949 SUMNER AVENUE, WHITEHALL, PA, 18052
- Plan Type: DC
- Total Participants: 117
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 117 | $9.7M | $826,633 | $400,626 |
| 2023 | 129 | $8.3M | $766,014 | $428,035 |
| 2022 | 119 | $6.9M | $897,238 | $396,986 |
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 |
|---|---|---|---|---|
| FULTON BANK, N.A. | NONE | $47,684 | — | $47,684 |
| BUCKNO LISICKY & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BUCKNO LISICKY & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,684
- Estimated Expense Ratio: 0.491% 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 | $47,684 | $41,703 | — | — | — |
| 2023 | $40,945 | $35,668 | — | — | — |
| 2022 | $36,863 | $36,863 | — | — | — |