Plan Snapshot
- Plan Sponsor: Fisher And Thompson
- Sponsor EIN: 232399875
- Sponsor Address: 100 NEWPORT RD, LEOLA, PA, 17540
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 153
- Total Assets: $11.0M
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. |
|---|---|---|---|---|
| 2025 | 153 | $11.0M | $0 | $0 |
| 2024 | 145 | $8.7M | $254,844 | $684,565 |
| 2023 | 136 | $7.0M | $222,842 | $630,134 |
| 2022 | 97 | $5.4M | $150,964 | $399,853 |
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 |
|---|---|---|---|---|
| SIMON LEVER LLC | Other Service Provider | $12,000 | — | $12,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,000
- Estimated Expense Ratio: 0.109% 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 |
|---|---|---|---|---|---|
| 2025 | $375,930 | — | — | — | — |
| 2024 | $550 | — | — | — | — |
| 2023 | $300,464 | — | — | — | — |
| 2022 | $479,544 | — | — | — | — |