Plan Snapshot
- Plan Sponsor: Eam-Mosca Corporation
- Sponsor EIN: 112578359
- Sponsor Address: 675 JAYCEE DR, HAZLE TOWNSHIP, PA, 18202
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $37.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 233 | $37.7M | $862,575 | $1.8M |
| 2023 | 228 | $35.3M | $792,525 | $1.7M |
| 2022 | 214 | $29.1M | $750,269 | $1.5M |
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 |
|---|---|---|---|---|
| PNC ASSET MANAGEMENT | ADVISOR | $37,765 | — | $37,765 |
| NEWPORT GROUP, INC. | RECORD-KEEPER | $33,972 | — | $33,972 |
| NEWPORT TRUST COMPANY | TRUSTEE | $11,330 | — | $11,330 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,067
- Estimated Expense Ratio: 0.220% 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 | $83,017 | $37,715 | $23,776 | — | — |
| 2023 | $66,926 | $30,967 | $18,874 | — | — |
| 2022 | $68,138 | $14,005 | $49,939 | — | $4,194 |