Plan Snapshot
- Plan Sponsor: Befesa Zinc Metal LLC
- Sponsor EIN: 352456504
- Sponsor Address: 3000 GSK DRIVE, MOON TWP, PA, 15108
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $2.4M
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 | 112 | $2.4M | $65,233 | $436,913 |
| 2023 | 121 | $1.9M | $66,299 | $472,164 |
| 2022 | 162 | $1.6M | $222,453 | $863,544 |
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 | $11,890 | — | $11,890 |
| 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: $11,890
- Estimated Expense Ratio: 0.505% 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 | $11,890 | — | $11,890 | — | — |
| 2023 | $13,603 | — | $13,603 | — | — |
| 2022 | $31,311 | — | $31,311 | — | — |