Plan Snapshot
- Plan Sponsor: Elocal.Com
- Sponsor EIN: 261341864
- Sponsor Address: 1010 SPRING MILL AVE, CONSHOHOCKEN, PA, 19428
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $8.5M
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. |
|---|---|---|---|---|
| 2024 | 141 | $8.5M | $374,548 | $1.4M |
| 2023 | 139 | $6.0M | $352,123 | $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 |
|---|---|---|---|---|
| MML INVESTORS SERVICES, INC. | INVESTMENT/FINANCIAL ADVI | $17,074 | — | $17,074 |
| BELFINT LYONS SHUMAN CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MML INVESTORS SERVICES, INC. — INVESTMENT/FINANCIAL ADVI
- BELFINT LYONS SHUMAN CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,074
- Estimated Expense Ratio: 0.202% 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 | $19,931 | $17,074 | — | — | — |
| 2023 | $13,926 | $11,333 | — | — | — |