Plan Snapshot
- Plan Sponsor: Chestnut Ridge Foam, INC.
- Sponsor EIN: 251530068
- Sponsor Address: 443 WAREHOUSE DRIVE, LATROBE, PA, 15650
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $7.7M
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 | 118 | $7.7M | $76,919 | $399,129 |
| 2023 | 110 | $7.7M | $67,608 | $355,430 |
| 2022 | 114 | $7.4M | $70,934 | $406,368 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $30,509 | — | $30,509 |
| FIRST NATIONAL TRUST COMPANY | NONE | $27,751 | — | $27,751 |
| GUSKIEWICZ WHITE & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,260
- Estimated Expense Ratio: 0.758% 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 | $58,261 | — | $58,261 | — | — |
| 2023 | $57,456 | — | $57,456 | — | — |
| 2022 | $57,313 | — | $57,313 | — | — |