Plan Snapshot
- Plan Sponsor: Eastern Controls, LLC Of PA
- Sponsor EIN: 231706447
- Sponsor Address: 3866 PROVIDENCE RD, EDGEMONT, PA, 19028
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 148
- Total Assets: $16.5M
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. |
|---|---|---|---|---|
| 2025 | 148 | $16.5M | $0 | $0 |
| 2024 | 114 | $14.7M | $430,924 | $916,028 |
| 2023 | 134 | $12.5M | $368,061 | $792,248 |
| 2022 | 106 | $11.7M | $288,697 | $701,354 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | Investment Advisor | $41,013 | — | $41,013 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $21,696 | — | $21,696 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,709
- Estimated Expense Ratio: 0.379% 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 |
|---|---|---|---|---|---|
| 2025 | $1,745,089 | $43,415 | — | — | — |
| 2024 | $35,251 | $26,835 | — | — | — |
| 2023 | $2,184,483 | — | — | — | — |
| 2022 | $975,121 | — | — | — | — |