Plan Snapshot
- Plan Sponsor: Becket & Lee, LLP
- Sponsor EIN: 232590912
- Sponsor Address: 16 GENERAL WARREN BLVD, MALVERN, PA, 193551245
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $35.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 110 | $35.7M | $163,143 | $526,689 |
| 2023 | 117 | $33.9M | $192,083 | $601,920 |
| 2022 | 122 | $28.4M | $199,955 | $623,832 |
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 |
|---|---|---|---|---|
| EISNERAMPER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER, LLP — Auditor
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 | $53,404 | $49,895 | $3,509 | — | — |
| 2023 | $45,409 | — | $45,409 | — | — |
| 2022 | $45,652 | — | $45,652 | — | — |