Plan Snapshot
- Plan Sponsor: Bollman Hat Company
- Sponsor EIN: 231922616
- Sponsor Address: 110 EAST MAIN STREET PO BOX 517, ADAMSTOWN, PA, 19501
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 174 | $10.0M | $30,858 | $658,284 |
| 2023 | 181 | $9.7M | $37,765 | $564,796 |
| 2022 | 300 | $8.3M | $0 | $615,376 |
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 |
|---|---|---|---|---|
| RKL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL — 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 | $30,319 | $18,702 | — | — | — |
| 2023 | $35,649 | — | $35,649 | — | — |
| 2022 | $40,219 | — | $40,219 | — | — |