Plan Snapshot
- Plan Sponsor: Eastern Wholesale Fence, LLC
- Sponsor EIN: 820906793
- Sponsor Address: 274 MIDDLE ISLAND ROAD, MEDFORD, NY, 11763
- Plan Type: 401(k)
- Total Participants: 573
- Total Assets: $17.3M
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 | 573 | $17.3M | $670,247 | $1.3M |
| 2023 | 614 | $15.8M | $747,631 | $1.4M |
| 2022 | 503 | $10.4M | $573,162 | $1.2M |
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 |
|---|---|---|---|---|
| GREER & WALKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREER & WALKER LLP — Auditor
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 | $76,626 | $60,881 | $15,745 | — | — |
| 2023 | $71,053 | $53,938 | $17,115 | — | — |
| 2022 | $63,549 | $42,686 | $19,684 | — | $1,179 |