Plan Snapshot
- Plan Sponsor: Frank Donio, INC.
- Sponsor EIN: 210697610
- Sponsor Address: 2081 E HIGH STREET SUITE 200, SANATOGA, PA, 19464
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $15.0M
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. |
|---|---|---|---|---|
| 2024 | 178 | $15.0M | $335,688 | $562,999 |
| 2023 | 175 | $13.0M | $319,364 | $549,683 |
| 2022 | 162 | $11.1M | $290,571 | $550,972 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | RIA | $35,944 | — | $35,944 |
| BOWMAN & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOWMAN & CO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,944
- Estimated Expense Ratio: 0.240% 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 | $87,216 | $35,944 | $51,272 | — | — |
| 2023 | $68,397 | — | — | — | — |
| 2022 | $64,639 | — | — | — | $64,639 |