Plan Snapshot
- Plan Sponsor: Boyer & Ritter Cpas
- Sponsor EIN: 231311005
- Sponsor Address: 211 HOUSE AVENUE, CAMP HILL, PA, 17011
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 120
- Total Assets: $52.3M
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 | 120 | $52.3M | $1.0M | $1.2M |
| 2023 | 116 | $47.9M | $890,814 | $1.2M |
| 2022 | 107 | $41.9M | $788,285 | $980,093 |
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 |
|---|---|---|---|---|
| LETORT MANAGEMENT & TRUST CO. | Other Service Provider | $120,293 | — | $120,293 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,293
- Estimated Expense Ratio: 0.230% 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 | $120,293 | $119,143 | — | — | — |
| 2023 | $109,459 | $108,309 | — | — | — |
| 2022 | $99,403 | — | — | — | $99,403 |