Plan Snapshot
- Plan Sponsor: Frank Martz Coach Company
- Sponsor EIN: 240654440
- Sponsor Address: 239 OLD RIVER ROAD, WILKES-BARRE, PA, 18702
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $2.5M
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 | 88 | $2.5M | $128,965 | $199,712 |
| 2023 | 88 | $2.4M | $136,582 | $203,721 |
| 2022 | 80 | $2.3M | $116,738 | $179,238 |
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 |
|---|---|---|---|---|
| SNYDER & CLEMENTE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SNYDER & CLEMENTE — 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 | $477,881 | — | $34,505 | — | — |
| 2023 | $524,720 | — | $28,782 | — | — |
| 2022 | $33,675 | — | — | — | $33,675 |