Plan Snapshot
- Plan Sponsor: C. F. Martin & Co. INC.
- Sponsor EIN: 240654010
- Sponsor Address: 510 SYCAMORE STREET, NAZARETH, PA, 18064
- Plan Type: 401(k)
- Total Participants: 559
- Total Assets: $115.0M
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 | 559 | $115.0M | $1.4M | $1.9M |
| 2023 | 192 | $66.1M | $1.0M | $1.7M |
| 2022 | 174 | $62.4M | $965,123 | $1.5M |
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 LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — 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 | $188,728 | $54,500 | — | — | — |
| 2023 | $142,533 | $70,268 | — | — | — |
| 2022 | $152,677 | $142,481 | $2,371 | — | $1,600 |