Plan Snapshot
- Plan Sponsor: Befesa Zinc Us INC.
- Sponsor EIN: 200447346
- Sponsor Address: 3000 GSK DRIVE STE 201, MOON TWP, PA, 151081383
- Plan Type: 401(k)
- Total Participants: 224
- Total Assets: $10.7M
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 | 224 | $10.7M | $348,980 | $658,920 |
| 2023 | 190 | $10.3M | $289,683 | $602,267 |
| 2022 | 240 | $10.1M | $360,186 | $646,143 |
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 | $38,957 | — | $38,957 |
| WELLS FARGO ADVISORS FIN NETWORK | INVESTMENT ADVISORY | — | $10,303 | $10,303 |
| 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: $49,260
- Estimated Expense Ratio: 0.461% 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 | $38,957 | — | $38,957 | — | — |
| 2023 | $37,818 | — | $37,818 | — | — |
| 2022 | $40,083 | — | $40,083 | — | — |