Plan Snapshot
- Plan Sponsor: Befesa Zinc Metal LLC
- Sponsor EIN: 352456504
- Sponsor Address: 3000 GSK DRIVE, MOON TWP, PA, 151081383
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $6.4M
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 | 76 | $6.4M | $387,680 | $586,282 |
| 2023 | 91 | $5.2M | $389,289 | $645,806 |
| 2022 | 114 | $4.5M | $475,678 | $788,921 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $21,121 | — | $21,121 |
| WELLS FARGO ADVISORS FIN NETWORK | INVESTMENT ADVISORY | — | $5,689 | $5,689 |
| MCCLINTOCK & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCLINTOCK & ASSOCIATES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,810
- Estimated Expense Ratio: 0.418% 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 | $21,121 | — | $21,121 | — | — |
| 2023 | $19,075 | — | $19,075 | — | — |
| 2022 | $22,785 | — | $22,785 | — | — |