# Folium, INC. 401(k) Plan
Source: https://planprovider.pro/companies/folium-inc-232205138-001

> Folium, INC.'s 401(k) plan: 396 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Folium, INC.

- **Sponsor EIN:** 232205138

- **Sponsor Address:** 7564 BROWNS MILL ROAD, CHAMBERSBURG, PA, 17202

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 396

- **Total Assets:** $12.9M

## 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|396|$12.9M|$807,925|$714,684|

| 2023|376|$10.4M|$709,949|$639,896|

| 2022|343|$8.4M|$638,728|$649,502|

## 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|

| EMPOWER ANNUITY INS CO OF AMERICA|Recordkeeper|$61,897|—|$61,897|

| SMITH ELLIOTT KEARNS & COMPANY, LLC|Auditor|$33,567|—|$33,567|

| CAMBRIDGE INVESTMENT RESEARCH INC.|Investment Advisor|—|$31,422|$31,422|

| EMPOWER ADVISORY GROUP,LLC|Investment Advisor|$10,826|—|$10,826|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SMITH ELLIOTT KEARNS & COMPANY, LLC](https://planprovider.pro/provider/smith-elliott-kearns-and-company-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $137,712

- **Estimated Expense Ratio:** 1.067% 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|

| 2024|$91,949|—|$74,335|—|—|

| 2023|$61,998|—|$55,698|—|—|

| 2022|$55,162|—|$45,962|—|$9,200|

## Similar Plans

- [Trustees Of The University Of PA](https://planprovider.pro/companies/trustees-of-the-university-of-pa-plan-002) — 27,753 participants

- [Trustees Of The University Of PA](https://planprovider.pro/companies/trustees-of-the-university-of-pa-plan-001) — 22,806 participants

- [Trustees Of The University Of PA](https://planprovider.pro/companies/trustees-of-the-university-of-pa-plan-028) — 22,596 participants

- [Thomas Jefferson University](https://planprovider.pro/companies/thomas-jefferson-university-403b-plan) — 18,283 participants

- [Carnegie Mellon University](https://planprovider.pro/companies/carnegie-mellon-university-403b-plan) — 11,963 participants

- [Drexel University](https://planprovider.pro/companies/drexel-university-403b-plan) — 11,873 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/folium-inc-232205138-001)

© 2026 PlanProvider.Pro