Plan Snapshot
- Plan Sponsor: Corle Building Systems, INC.
- Sponsor EIN: 251805260
- Sponsor Address: 404 SARAH FURNACE RD., IMLER, PA, 16655
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $7.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 219 | $7.4M | $345,006 | $602,825 |
| 2023 | 211 | $5.4M | $314,115 | $560,575 |
| 2022 | 175 | $3.7M | $291,974 | $516,127 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | RECORDKEEPER | $34,808 | — | $34,808 |
| OSAIC INSTITUIONS, INC. | BROKER/ADVISE R | — | $24,563 | $24,563 |
| METRO BENEFITS, INC. | CONTRACT ADMIN | $9,130 | — | $9,130 |
| WESSEL & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WESSEL & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,501
- Estimated Expense Ratio: 0.930% 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 | $44,751 | — | $44,751 | — | — |
| 2023 | $33,933 | — | $33,933 | — | — |
| 2022 | $24,095 | — | $24,095 | — | — |