Plan Snapshot
- Plan Sponsor: Denney Electric Supply Of Ambler
- Sponsor EIN: 232052441
- Sponsor Address: P.O. BOX 519, AMBLER, PA, 19002
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $14.8M
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 | 142 | $14.8M | $206,113 | $803,732 |
| 2023 | 141 | $12.7M | $185,908 | $831,593 |
| 2022 | 136 | $9.9M | $183,325 | $762,209 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | $16,125 | — | $16,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,125
- Estimated Expense Ratio: 0.109% 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 | $57,218 | $35,106 | — | $16,125 | — |
| 2023 | $43,469 | $28,834 | — | $12,500 | — |
| 2022 | $41,674 | — | — | — | — |