Plan Snapshot
- Plan Sponsor: Chester A. Asher, INC.
- Sponsor EIN: 231639827
- Sponsor Address: 80 WAMBOLD RD, SOUDERTON, PA, 18964
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 158 | $8.0M | $85,810 | $376,650 |
| 2023 | 162 | $6.9M | $81,750 | $347,170 |
| 2022 | 151 | $6.5M | $77,928 | $322,031 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $15,793 | — | $15,793 |
| MORGAN STANLEY | INVESTMENT ADVISOR | $9,592 | — | $9,592 |
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- MORGAN STANLEY — INVESTMENT ADVISOR
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,385
- Estimated Expense Ratio: 0.318% 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 | $26,209 | $9,592 | — | — | — |
| 2023 | $33,398 | $18,732 | $13,806 | — | — |
| 2022 | $30,226 | $15,406 | $14,820 | — | — |