Plan Snapshot
- Plan Sponsor: Donald B. Remmey, INC.
- Sponsor EIN: 231543293
- Sponsor Address: 523 MILL ROAD, LEHIGHTON, PA, 18235
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $4.6M
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 | 162 | $4.6M | $60,000 | $269,846 |
| 2023 | 139 | $3.9M | $60,000 | $319,617 |
| 2022 | 146 | $3.1M | $60,000 | $361,936 |
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 |
|---|---|---|---|---|
| KREISHER MILLER | Auditor | $9,658 | — | $9,658 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,658
- Estimated Expense Ratio: 0.211% 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 | $11,605 | — | — | $9,658 | — |
| 2023 | $377 | — | — | — | — |
| 2022 | $13,082 | $2,199 | — | — | $10,883 |