Plan Snapshot
- Plan Sponsor: Ernest Bock & Sons, INC.
- Sponsor EIN: 231730606
- Sponsor Address: 2802A SOUTHAMPTON ROAD, PHILADELPHIA, PA, 191541207
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 149 | $5.3M | $43,493 | $217,661 |
| 2023 | 210 | $5.0M | $49,575 | $238,231 |
| 2022 | 242 | $4.2M | $50,518 | $236,485 |
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 |
|---|---|---|---|---|
| MASTER, SIDLOW & ASSOCIATES, P.A. | Auditor | — | — | $0 |
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 | $46,089 | — | $46,089 | — | — |
| 2023 | $25,030 | — | $25,030 | — | — |
| 2022 | $21,503 | — | $21,503 | — | — |