Plan Snapshot
- Plan Sponsor: Frey Lutz Corp.
- Sponsor EIN: 233046053
- Sponsor Address: 1195 IVY DRIVE, LANCASTER, PA, 17601
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $94,308 | $215,075 |
| 2023 | 113 | $17.2M | $284,831 | $601,404 |
| 2022 | 125 | $16.3M | $382,571 | $644,971 |
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 |
|---|---|---|---|---|
| RKL, LLP | Auditor | $10,800 | — | $10,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,800
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 | $58,773 | $42,659 | — | $10,800 | — |
| 2023 | $85,823 | $69,270 | — | $10,800 | — |
| 2022 | $85,155 | — | — | — | $85,155 |