Plan Snapshot
- Plan Sponsor: Execupower, LLC
- Sponsor EIN: 813878298
- Sponsor Address: 555 CROTON ROAD, KING OF PRUSSIA, PA, 19406
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $12.6M
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 | 194 | $12.6M | $707,370 | $1.7M |
| 2023 | 165 | $8.9M | $344,616 | $1.2M |
| 2022 | 153 | $5.6M | $249,360 | $813,066 |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $49,876 | $26,381 | $23,495 | — | — |
| 2023 | $29,359 | $14,726 | $14,633 | — | — |
| 2022 | — | — | — | — | — |