Plan Snapshot
- Plan Sponsor: Epting Distributors, INC
- Sponsor EIN: 570510271
- Sponsor Address: 300 INDUSTRIAL DRIVE, LEXINGTON, SC, 29072
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $12.3M
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 | 130 | $12.3M | $294,702 | $705,653 |
| 2023 | 126 | $10.5M | $278,580 | $630,824 |
| 2022 | 124 | $8.7M | $282,774 | $598,880 |
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 |
|---|---|---|---|---|
| BAUKNIGHT, PIETRAS & STORMER PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAUKNIGHT, PIETRAS & STORMER PA — 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 | $33,822 | — | — | — | — |
| 2023 | $29,288 | — | — | — | — |
| 2022 | $29,705 | — | — | — | — |