Plan Snapshot
- Plan Sponsor: Don Services, INC.
- Sponsor EIN: 331120614
- Sponsor Address: 101 SOUTH MERCER STREET, NEW CASTLE, PA, 16101
- Plan Type: 401(k)
- Total Participants: 450
- Total Assets: $2.5M
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 | 450 | $2.5M | $162,503 | $259,155 |
| 2023 | 446 | $2.5M | $149,895 | $258,092 |
| 2022 | 431 | $2.4M | $167,679 | $259,003 |
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 |
|---|---|---|---|---|
| MCGILL, POWER, BELL & ASSOCIATES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $25,398 | $7,064 | — | — | — |
| 2023 | $44,653 | — | — | $13,000 | — |
| 2022 | $8,175 | — | — | — | — |