Plan Snapshot
- Plan Sponsor: Composidie, INC.
- Sponsor EIN: 251232176
- Sponsor Address: 1295 ROUTE 380, APOLLO, PA, 15613
- Plan Type: 401(k)
- Total Participants: 262
- Total Assets: $26.1M
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 | 262 | $26.1M | $220,000 | $557,170 |
| 2023 | 288 | $22.6M | $60,000 | $586,231 |
| 2022 | 319 | $19.4M | $330,000 | $572,445 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP | Recordkeeper | $24,743 | — | $24,743 |
| DEFINITI, LLC | Recordkeeper | $10,325 | — | $10,325 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,068
- Estimated Expense Ratio: 0.134% 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 | $23,162 | $23,162 | — | — | — |
| 2023 | $45,477 | $45,477 | — | — | — |
| 2022 | $48,763 | $48,763 | — | — | — |