Plan Snapshot
- Plan Sponsor: Environmental Waste Minimization
- Sponsor EIN: 232827092
- Sponsor Address: 14 BRICK KILN COURT, NORTHAMPTON, PA, 18067
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $10.3M
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 | 141 | $10.3M | $302,549 | $803,796 |
| 2023 | 149 | $8.7M | $273,378 | $735,677 |
| 2022 | 126 | $6.7M | $200,325 | $538,941 |
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 |
|---|---|---|---|---|
| THE PARAGON ALLIANCE GROUP, LLC | CONTRACT ADMIN | $1,665 | $4,453 | $6,118 |
| BUCKNO LISICKY & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BUCKNO LISICKY & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,118
- Estimated Expense Ratio: 0.059% 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 | $2,701 | — | $2,701 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $345 | — | $345 | — | — |