Plan Snapshot
- Plan Sponsor: Firetree Ltd.
- Sponsor EIN: 232628605
- Sponsor Address: 800 WEST 4TH STREET, WILLIAMSPORT, PA, 17701
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $6.5M
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 | 203 | $6.5M | $330,516 | $327,739 |
| 2023 | 181 | $6.0M | $287,700 | $287,366 |
| 2022 | 190 | $5.1M | $286,231 | $253,570 |
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 |
|---|---|---|---|---|
| GEARHART WIENECKE & VERRASTRO PC | 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 | $3,358 | — | $3,358 | — | — |
| 2023 | $2,870 | — | $2,870 | — | — |
| 2022 | $3,005 | — | $3,005 | — | — |