Plan Snapshot
- Plan Sponsor: Drug Plastics & Glass Company, INC.
- Sponsor EIN: 231690466
- Sponsor Address: P.O. BOX 258, BOYERTOWN, PA, 19512
- Plan Type: 401(k)
- Total Participants: 840
- Total Assets: $79.7M
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 | 840 | $79.7M | $1.3M | $2.7M |
| 2023 | 762 | $73.5M | $870,172 | $2.5M |
| 2022 | 741 | $64.0M | $1.6M | $2.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $74,404 | — | $74,404 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $14,039 | — | $14,039 |
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,443
- Estimated Expense Ratio: 0.111% 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 | $88,443 | $14,039 | — | — | — |
| 2023 | $76,711 | $12,275 | — | — | — |
| 2022 | $82,889 | $12,228 | — | — | — |